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  • Retirement Planning & Employee Benefits
    Retirement Planning & Employee Benefits

    Retirement Planning & Employee Benefits

    By: Tim Wiand
    Introduction to Qualified Plans (Lesson 1), Pension Plans and Profit Sharing Plans (Lesson 2), Administration of Qualified Plans (Lesson 3)...
    5
    Decks
    706
    Flashcards
    3
    Learners
  • Retirement Planning and Employee Benefits
    Retirement Planning and Employee Benefits

    Retirement Planning and Employee Benefits

    By: Susanna Pinto
    1. Retirement Needs Analysis, 2. Qualified Retirement Plans, 3. Non-Qualified Plans...
    12
    Decks
    531
    Flashcards
    1
    Learner
  • Retirement Planning and Employee Benefits
    Retirement Planning and Employee Benefits

    Retirement Planning and Employee Benefits

    By: Sridhar Thakkalapally
    Retirement Needs Analysis - Examples, Retirement Needs Analysis - Review Questions, Qualified Retirement Plan Rules - Examples...
    14
    Decks
    205
    Flashcards
    1
    Learner
  • ChFC - Retirement Planning & Employee Benefits
    ChFC - Retirement Planning & Employee Benefits

    ChFC - Retirement Planning & Employee Benefits

    By: Jose Ledesma
    02. Retirement Planning Accumulation & Distributions, 03. Qualified Plan Overview, Calculations & Formulas...
    5
    Decks
    58
    Flashcards
    3
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  • DALTON - Retirement and Employee Benefits Planning Quiz Flashcards
    DALTON - Retirement and Employee Benefits Planning Quiz Flashcards

    DALTON - Retirement and Employee Benefits Planning Quiz Flashcards

    By: Michael Byrns
    Wrong Questions
    1
    Decks
    79
    Flashcards
    3
    Learners
  • Retirement Planning & Employee Benefits
    Retirement Planning & Employee Benefits

    Retirement Planning & Employee Benefits

    By: Sam Gleaves
    Retirement Planning & Employee Benefits Review Questions
    1
    Decks
    163
    Flashcards
    2
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  • CFP 2 - Insurance and employee benefit planning
    CFP 2 - Insurance and employee benefit planning

    CFP 2 - Insurance and employee benefit planning

    By: Travis Portwood
    Principles of Insurance and Insurance Needs Analysis
    1
    Decks
    35
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    3
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  • Retirement Planning & Employee Benefits
    Retirement Planning & Employee Benefits

    Retirement Planning & Employee Benefits

    By: Jacinta Pikunas
    RP & EB - Chapter 1 - Introduction to Qualified Plans, RP & EB - Chapter 2 - Pension vs Profit Sharing Plans, RP & EB - Chapter 3 - Administration of Qualified Plans...
    5
    Decks
    38
    Flashcards
    1
    Learner
  • CFP 4 Retirement & Benefits
    CFP 4 Retirement & Benefits

    CFP 4 Retirement & Benefits

    By: David Freiler
    Retirement: 1-1 Retirement Needs Analysis, Retirement: 1-2 Retirement Planning Process, Retirement: 1-3,4 Retirement Planning Calculations...
    17
    Decks
    1,392
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    244
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  • Group Health Plan Design (GBA 1)
    Group Health Plan Design (GBA 1)

    Group Health Plan Design (GBA 1)

    By: Lisa Smith
    Employee Benefit Planning, Risk Management, Health Plan Designs And Cost Control...
    10
    Decks
    335
    Flashcards
    93
    Learners
  • PHR/SPHR Certification Preparation
    PHR/SPHR Certification Preparation

    PHR/SPHR Certification Preparation

    By: PETER BODZIONY
    Business Management and Strategy, Calculations, Theories of Motivation (HR Development)...
    12
    Decks
    2,896
    Flashcards
    588
    Learners
  • CFP
    CFP

    CFP

    By: Courtney Faircloth
    General Principles, General Principles - Financial Services Regulations And Requirements, General Principles - Education Planning...
    36
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    1,411
    Flashcards
    2
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  • PHR Exam
    PHR Exam

    PHR Exam

    By: Merritt Chandler
    Court Cases and Legislative Summary, Core Knowledge Requirements, Business Management and Strategy...
    8
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    1,315
    Flashcards
    239
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  • CFP
    CFP

    CFP

    By: Adam Farid
    Health Insurance, Long Term Care/Disability Coverage, Property And Liability Insurance...
    27
    Decks
    1,011
    Flashcards
    17
    Learners
  • PHR Certification
    PHR Certification

    PHR Certification

    By: Sharon Nguyen
    Course Overview, Module 1: Business Management & Module 1.1A: Organizational Structure & Leadership, Module 1.1B: Leadership & Strategy...
    40
    Decks
    1,089
    Flashcards
    122
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  • SS Own Cards
    SS Own Cards

    SS Own Cards

    By: Shekar Supanekar
    Lesson 1 of Investment Planning: Fundamentals of Investments, Lesson 2 of Investment Planning: Portfolio Theory, Lesson 3 of Investment Planning: Measuring Return...
    35
    Decks
    3,173
    Flashcards
    3
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  • Divorce Financial Planning
    Divorce Financial Planning

    Divorce Financial Planning

    By: CarolLee Roberts
    Professional Responsibilities, Divorce Law and Terminology, Property and Taxation...
    11
    Decks
    145
    Flashcards
    121
    Learners
  • Financial Planning Fundamentals
    Financial Planning Fundamentals

    Financial Planning Fundamentals

    By: O'Zell Golden
    Fundamentals Fin. Planning, Insurance, Investments...
    6
    Decks
    148
    Flashcards
    2
    Learners
  • BUSN 3350
    BUSN 3350

    BUSN 3350

    By: Leanne Mar
    Ch 1: The Strategic Role of Human Resources Management, ch 5: human resources planning, ch 4: designing and analyzing jobs...
    14
    Decks
    725
    Flashcards
    8
    Learners
  • 2018 CFP
    2018 CFP

    2018 CFP

    By: Ben Gurley
    General Financial Planning Principles, Conduct and Regulations, High 5 - General Financial Planning, General Review...
    10
    Decks
    1,182
    Flashcards
    14
    Learners
  • MGMT 411: Human Resource Management
    MGMT 411: Human Resource Management

    MGMT 411: Human Resource Management

    By: Kale Blakely
    Chapter 1: Strategic Role Of Human Resource Management, Chapter 2: Changing Legal Emphasis, Chapter 3: Human Resource Management and Technology...
    17
    Decks
    1,541
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    67
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  • CFP Items To Learn
    CFP Items To Learn

    CFP Items To Learn

    By: Abbas Hasan
    Estate Planning, Investment Planning, Fundamentals of Financial Planning...
    6
    Decks
    310
    Flashcards
    2
    Learners
  • PHR/SPHR Certification Preparation
    PHR/SPHR Certification Preparation

    PHR/SPHR Certification Preparation

    By: Tanisha Wright
    Business Management and Strategy, Calculations, Theories of Motivation (HR Development)...
    12
    Decks
    2,896
    Flashcards
    15
    Learners
  • Enrolled Agent: Individual Exam 2020
    Enrolled Agent: Individual Exam 2020

    Enrolled Agent: Individual Exam 2020

    By: susan smaus
    Standard Deduction and Filing Requirements, Due Dates and Penalties, Filing Status: Single, Married Filing Joint (MFJ) and Married Filing Seperate (MFS)...
    32
    Decks
    876
    Flashcards
    181
    Learners
  • Financial Accounting 3
    Financial Accounting 3

    Financial Accounting 3

    By: Rochelle Joy A. Macayan
    [THEORY] LESSEE ACCOUNTING, [THEORY] Operating Lease - Lessor, [THEORY] Sales Type Lease - LESSOR...
    24
    Decks
    407
    Flashcards
    32
    Learners
  • GBA 2
    GBA 2

    GBA 2

    By: Harrison Pope
    Module 1: Managing Death Benefits, Module 2: Managing Death Benefits Continued, Module 3 - Managing Short-Term Income Replacement Benefits...
    10
    Decks
    321
    Flashcards
    1
    Learner
  • SPHR
    SPHR

    SPHR

    By: Stephanie Carmona
    Module 4: Compensation & Benefits, Dario SPHR, Module 1: Business Management & Strategy...
    7
    Decks
    296
    Flashcards
    161
    Learners
  • MGT2381
    MGT2381

    MGT2381

    By: Jonah Nieman
    Chapter 1, Chapter 8: Onboarding And Training, Chapter 9: Career And Management Development...
    17
    Decks
    518
    Flashcards
    32
    Learners
  • Retirement Planning
    Retirement Planning

    Retirement Planning

    By: Tommy Boye
    CH 1 - Pension & Retirement Planning Overview, CH 2 - The Retirement Field, CH 3 - Preliminary Concerns...
    25
    Decks
    367
    Flashcards
    7
    Learners
  • GBA 1
    GBA 1

    GBA 1

    By: Carli Weber
    Module 1 - The Environment of Employee Benefit Plans, Module 2 - Risk Concepts and Employee Benefit Planning, Module 3 - Spectrum of Health Plans...
    11
    Decks
    246
    Flashcards
    2
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