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    CFP®

    CFP®

    All the top concepts in the official CFP® curriculum, Danko, BIFF, Kaplan, & other CFP prep courses.

    70
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    1,342
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User Generated flashcards
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  • CFP 3 Tax
    CFP 3 Tax

    CFP 3 Tax

    By: David Freiler
    Tax 1-1 Describe terms related to income taxation., Tax 1-2 Identify the steps in the tax calculation process., Tax 1-3 Identify items of inclusion, exclusions, deductions, or tax credits. ...
    54
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    1,134
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    454
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  • CFP Taxes
    CFP Taxes

    CFP Taxes

    By: John Cochran
    Chapter 1, Chapter 2, Chapter 3 ...
    15
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    377
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    8
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  • CFP: Income Tax Planning
    CFP: Income Tax Planning

    CFP: Income Tax Planning

    By: Brennan I
    Chapter 1: Intro To Income Tax Planning, Chapter 2: Working With The Tax Law, Chapter 3: Fundamentals of Income Tax ...
    9
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    858
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  • CFP 4 - Tax Planning
    CFP 4 - Tax Planning

    CFP 4 - Tax Planning

    By: Mike Hcolluccm
    104-1 Income Tax Fundamentals: Inclusions and Exclusions from Income, 104-2 Income Tax: Deductions and Credits, 104-3 Charitable/Philanthrophic Contributions and Deductions ...
    10
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    218
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    9
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  • Income Tax - CFP
    Income Tax - CFP

    Income Tax - CFP

    By: Joni Preston
    Income Tax
    1
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    60
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    3
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  • CFP TAX
    CFP TAX

    CFP TAX

    By: Bob Brown
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    5
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    336
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  • CFP 4 Tax
    CFP 4 Tax

    CFP 4 Tax

    By: Carsten Hood
    4 Tax Core, 4 Tax 1/2, 4 Tax Credits ...
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  • CFP Tax
    CFP Tax

    CFP Tax

    By: Brie Ford
    Accounting Methods, Inventory Valuations, Depreciation, Section 179
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    28
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  • CFP - TAX
    CFP - TAX

    CFP - TAX

    By: Jerod Yee
    Property Taxation (L1), Basic Income Tax (L2), Administrative (L3) ...
    5
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    125
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  • CFP Tax
    CFP Tax

    CFP Tax

    By: Connor Kirkpatrick
    Categorizing Assets For Income Tax And Basis Rules, Tax Rates & Qualified Dividends, NonTaxable Exchanges ...
    6
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    92
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  • Income Tax Planning Cfp
    Income Tax Planning Cfp

    Income Tax Planning Cfp

    By: Jesse Duhon
    Pre Study Materials
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  • Self made flashcards (CFP review)
    Self made flashcards (CFP review)

    Self made flashcards (CFP review)

    By: Amy Schneider
    Pink- Tax, Economic Indicators
    2
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    164
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    1
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  • CFP Income Tax Planning
    CFP Income Tax Planning

    CFP Income Tax Planning

    By: Jack Chapel
    Chapter 1, Chapter 2 (Working with the Tax Law), Chapter 3 (Fundamentals of Income Taxation) ...
    6
    Decks
    59
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    1
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  • NON-CFP Tax Info
    NON-CFP Tax Info

    NON-CFP Tax Info

    By: Brianna S
    ITP Info, Income Tax Brackets (2024), Tax Returns
    3
    Decks
    35
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    1
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  • CFP - Finley
    CFP - Finley

    CFP - Finley

    By: Doug Finley
    CFP - 2.1 Insurance, CFP - 2.2 Insurance, CFP - 2.3 Insurance ...
    11
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    1,606
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    12
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  • My CFP Cards
    My CFP Cards

    My CFP Cards

    By: Michelle Smith
    CFP - General Principles, CFP - Investments, CFP - Tax ...
    8
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    282
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    1
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  • CFP EXAM - SM - Danko
    CFP EXAM - SM - Danko

    CFP EXAM - SM - Danko

    By: Stephanie Malewski
    General Principles, Insurance, Investment ...
    8
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    968
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    89
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  • Certifications
    Certifications

    Certifications

    By: Michael Rufer
    MASTER, Fundamentals, Estates ...
    9
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    1,438
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    7
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  • Angel’s CFP Brain 😇🧠💵🗓️
    Angel’s CFP Brain 😇🧠💵🗓️

    Angel’s CFP Brain 😇🧠💵🗓️

    By: Angel McClinton
    Bryant - Course 1. Introduction to Financial Planning - Module 14. Monetary Settlements and Special Circumstances, Bryant - Course 1. Introduction to Financial Planning - Module 12. Life Cycle Planning, Bryant - Course 1. Introduction to Financial Planning - Module 11. Credit and Debt Management ...
    87
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    6,881
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    31
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  • CFP Exam - BIF Exam Prep
    CFP Exam - BIF Exam Prep

    CFP Exam - BIF Exam Prep

    By: Casey Morford
    BU - CFP's Code of Ethics, BU - Formulas, BU - Standard of Conduct ...
    17
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    693
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    54
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  • CFP
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    CFP

    By: Davina Myers
    CFP Wrong Answers, CFP General Principles, CFP Insurance ...
    7
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    773
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    1
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  • LMs BIF CFP Review
    LMs BIF CFP Review

    LMs BIF CFP Review

    By: Laurie McClosky
    Insurance, Investments, Retirement ...
    9
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    594
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    1
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  • CFP
    CFP

    CFP

    By: Paul Day
    CFP INCOME TAX, CFP Investments, CFP Behavioral Finance ...
    7
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  • Random CFP
    Random CFP

    Random CFP

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    CFP GP, CFP Insurance, CFP Investments ...
    9
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    217
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  • CFP
    CFP

    CFP

    By: Nathan Weddle
    General Principles, Retirement Planning, Insurance ...
    13
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    63
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  • CFP
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    CFP

    By: eric robillard
    Basics of Taxation, Structure and Taxation of Business Entities, Advanced Tax Concepts ...
    28
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    683
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  • CFP
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    CFP

    By: Molly McKenna
    CFP tax sections, Risk Management and Insurance, Investment Planning ...
    7
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    377
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    3
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  • Shawna's Mnemonics
    Shawna's Mnemonics

    Shawna's Mnemonics

    By: Shawna Aschmies
    CFP - Tax, CFP - Investments, Danko Additional - March
    3
    Decks
    89
    Flashcards
    3
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  • CFP Personal Flashcards
    CFP Personal Flashcards

    CFP Personal Flashcards

    By: Maria Geerdes
    Behavioral Finance, General Principals, CFP Codes And Standards ...
    9
    Decks
    445
    Flashcards
    1
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  • CFP quicksheets flashcards
    CFP quicksheets flashcards

    CFP quicksheets flashcards

    By: Dan Comforti
    CFP Quicksheet flashcards, Tax Forms
    2
    Decks
    851
    Flashcards
    1
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