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Learn Estate Planning

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  • Nick's Notes
    Nick's Notes

    Nick's Notes

    By: Nick Elston
    Super changes from 1 July 2022, General Superannuation, Tax ...
    7
    Decks
    62
    Flashcards
    1
    Learner
  • APC Preparation - Valuation Pathway
    APC Preparation - Valuation Pathway

    APC Preparation - Valuation Pathway

    By: Zaura O
    Health and Safety, Client care, Communication and Negotiation ...
    19
    Decks
    580
    Flashcards
    13
    Learners
  • Melissa's Flash Cards
    Melissa's Flash Cards

    Melissa's Flash Cards

    By: Melissa Stevens
    Defined Contribution, Traditional Profit Sharing Plan, 401(k) Plan ...
    18
    Decks
    296
    Flashcards
    2
    Learners
  • RICS APC
    RICS APC

    RICS APC

    By: Amelia Tims
    Valuation L2, Valuation - Summary of Experience Qs, Ethics L3 ...
    13
    Decks
    767
    Flashcards
    21
    Learners
  • 2024 November CFP Exam
    2024 November CFP Exam

    2024 November CFP Exam

    By: Payton Workman
    Investment Planning 17%, Tax Planning 14%, Retirement Planning 18% ...
    6
    Decks
    294
    Flashcards
    1
    Learner
  • Flashcards
    Flashcards

    Flashcards

    By: Yolanda De La Riva
    Multi-jurisdictional Tax, Agency Law, Audit Reports ...
    34
    Decks
    897
    Flashcards
    1
    Learner
  • CFP
    CFP

    CFP

    By: Paul Day
    CFP INCOME TAX, CFP Investments, CFP Behavioral Finance ...
    7
    Decks
    251
    Flashcards
    1
    Learner
  • Kaplan Tier 1 Financial Planning
    Kaplan Tier 1 Financial Planning

    Kaplan Tier 1 Financial Planning

    By: Rhianne Conway
    Australia's financial system and economic environment, Broad view of financial advice, Working in financial planning ...
    10
    Decks
    381
    Flashcards
    2
    Learners
  • CFP Advanced Curriculum & PEP
    CFP Advanced Curriculum & PEP

    CFP Advanced Curriculum & PEP

    By: Mackenzie Stuart
    Chapter 1: Corporate Taxation and Structures, Chapter 2: Financial Planning for Business Owners, Chapter 3: Retirement Planning for Business Owners ...
    7
    Decks
    575
    Flashcards
    1
    Learner
  • APC Session 2
    APC Session 2

    APC Session 2

    By: Kayleigh Jenkins
    Ethics, Property Management, Strategic Real Estate ...
    19
    Decks
    522
    Flashcards
    1
    Learner
  • APC TH
    APC TH

    APC TH

    By: Tom Harrison
    Landlord and Tenant, Valuation, Measurement ...
    18
    Decks
    1,102
    Flashcards
    5
    Learners
  • Risk Test 2
    Risk Test 2

    Risk Test 2

    By: Leo O'Connor
    VAL, Annuities, Estate Planning ...
    7
    Decks
    250
    Flashcards
    8
    Learners
  • CFP
    CFP

    CFP

    By: brad Wilson
    Retirement, Tax Planning, Financial Planning ...
    5
    Decks
    231
    Flashcards
    3
    Learners
  • CFA Level 3
    CFA Level 3

    CFA Level 3

    By: Michael Hendershot
    Book 2, Fixed Income, Ethics ...
    28
    Decks
    1,054
    Flashcards
    5
    Learners
  • Danko
    Danko

    Danko

    By: John Hobbs
    Book 1 (Mastered), Book 1 (continued), Book 2 (Insurance) ...
    7
    Decks
    468
    Flashcards
    1
    Learner
  • Law, Estate and Tax Supplement. (CSI).
    Law, Estate and Tax Supplement. (CSI).

    Law, Estate and Tax Supplement. (CSI).

    By: David Musisi
    CH 1 - INSURANCE, CH 2 - FAMILY LAW & ESTATE PLANNING, CH 3 - BUSINESS LAW ...
    7
    Decks
    344
    Flashcards
    1
    Learner
  • GTPR Flashcards
    GTPR Flashcards

    GTPR Flashcards

    By: Deleted Deleted
    Fundamentals & Insurance: Client Psychology, Fundamentals & Insurance: Benchmarks, Fundamentals & Insurance: Economics and Consumer Protection ...
    11
    Decks
    1,607
    Flashcards
    1
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  • Property
    Property

    Property

    By: Ian Tarter
    CHAPTER 1: The Concept of Property, CHAPTER 2: Owning Real Property, CHAPTER 4: IP ...
    11
    Decks
    322
    Flashcards
    30
    Learners
  • Acctg 468
    Acctg 468

    Acctg 468

    By: emma kinch
    Tax Returns/Deadlines, T2 Schedules, NALT of non-depreciable property ...
    5
    Decks
    105
    Flashcards
    1
    Learner
  • Private Wealth Management
    Private Wealth Management

    Private Wealth Management

    By: JANNA SIA
    Unit 6. Insurance Planning & Risk Management, Unit 5. Concentrated Single-Asset Positions, Unit 4. Estate Planning
    3
    Decks
    269
    Flashcards
    1
    Learner
  • Jenn's CFP Exam Prep
    Jenn's CFP Exam Prep

    Jenn's CFP Exam Prep

    By: Jenn Steliga
    Estate Planning, General Principles of Financial Planning, Investment Planning ...
    9
    Decks
    242
    Flashcards
    1
    Learner
  • Scott Murphy CPWA
    Scott Murphy CPWA

    Scott Murphy CPWA

    By: Scott Murphy
    Ethics, Behavorial Finance, Tax Planning (Section II.A) (13%, 16 Questions) ...
    11
    Decks
    314
    Flashcards
    11
    Learners
  • Autumn 2024
    Autumn 2024

    Autumn 2024

    By: Doreen Kontor
    Chairman's Questions, Ethics - Level 1, Ethics - Level 2 ...
    27
    Decks
    890
    Flashcards
    11
    Learners
  • CFP Self Made Deck
    CFP Self Made Deck

    CFP Self Made Deck

    By: Austin Sweet
    Financial Institutions, Education Funding, Special Circumstances ...
    10
    Decks
    301
    Flashcards
    1
    Learner
  • (FLK2) Wills and Admin
    (FLK2) Wills and Admin

    (FLK2) Wills and Admin

    By: Ismail Wahba
    Intestacy and Succession, Wills and Testacy, Inheritance Tax ...
    6
    Decks
    235
    Flashcards
    1
    Learner
  • CFP 2022
    CFP 2022

    CFP 2022

    By: K R
    Tax Planning, Estates, Retirement ...
    5
    Decks
    106
    Flashcards
    4
    Learners
  • APC - Competencies & Case Study
    APC - Competencies & Case Study

    APC - Competencies & Case Study

    By: Hamish Stone
    Conduct rules, ethics and professional practice, Val - L3 Wolseley Business Park, Val L3 - Retail Unit, North Street, Sudbury ...
    17
    Decks
    908
    Flashcards
    2
    Learners
  • CPA Exam Prep
    CPA Exam Prep

    CPA Exam Prep

    By: Elizabeth Nguyen
    Individual Taxation, Agency Law, Bankruptcy ...
    29
    Decks
    791
    Flashcards
    3
    Learners
  • Jonesy CFP
    Jonesy CFP

    Jonesy CFP

    By: Jonesy Chauvot
    Income Tax Chapter 8: Alternative Minimum Tax, Insurance, Income Tax: Chapter 9; Passive Activities ...
    21
    Decks
    301
    Flashcards
    1
    Learner
  • FL Real Estate Broker Coarse I
    FL Real Estate Broker Coarse I

    FL Real Estate Broker Coarse I

    By: Aaron Salvador
    Becoming a Licensed R.E. Broker, Opening a Real Estate Office, Owning, Managing, and Supervising a Real Estate Office ...
    18
    Decks
    220
    Flashcards
    3
    Learners

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