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AF5 - Financial Planning Process

This class was created by Brainscape user Ruairi Dennehy. Visit their profile to learn more about the creator.

By: Ruairi Dennehy
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Decks in this class (6)

IHT
Name 4 key elements of a dgt,
Give 4 reasons why a client would...,
What is the key difference betwee...
26  cards
Investments
List 8 considerations when assess...,
What are the 4 steps for the risk...,
Give 4 elements of an oeic
24  cards
Protection
What is a waiver of premiums,
Give 3 benefits and 3 drawbacks o...,
Name 4 areas where ipi and cic di...
11  cards
Pensions
What is the maximum amount an ind...,
Tapered annual allowance only app...,
For a client with adjusted income...
14  cards
Vulnerability
What are the 4 triggers of vulner...,
6 consequences of vulnerability,
Name 4 ways adviser can help deal...
4  cards
Other Facts
Outline the steps you would take ...,
Roughly what would alex s disposa...,
If tanya s personal representativ...
15  cards

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AF5 - Financial Planning Process

  • Class purpose General learning

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