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r06 april case 2 2024

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

By: Ellis Farley
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Decks in this class (9)

Financial Advice Processes – Fact-finding
State the additional information ...,
State the additional information ...,
State the additional information ...
3  cards
Financial Advice Processes – General
Outline the main factors that mig...,
Describe the process an adviser c...
2  cards
Financial Advice Processes – Client reviews
Identify the key issues that a fi...,
Explain to joshua and amina why i...
2  cards
Analysing the client’s financial situation – Protection
Outline the weaknesses in joshua ...,
Identify the factors that a finan...,
Outline to joshua and amina the k...
6  cards
Analysing the client’s financial situation – Limited company status
Explain to joshua and amina the f...,
Outline to joshua and amina the r...
2  cards
Analysing the client’s financial situation – Retirement provision
Outline the factors that joshua a...,
Explain the factors joshua and am...,
Outline the strengths and weaknes...
8  cards
Meeting objectives – Review and improve their existing protection arrangements
Recommend and justify a range of ...,
Outline why income protection pol...,
Recommend and justify a suitable ...
4  cards
Meeting objectives – Review the ongoing suitability of the company structure for Joshua’s business.
Outline to joshua and amina the a...,
Explain to joshua and amina the s...,
Recommend and justify a range of ...
3  cards
Meeting objectives – Improve their current retirement savings provision.
Recommend and justify a range of ...,
Outline the benefits to joshua an...,
Outline why joshua s current meth...
5  cards

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r06 april case 2 2024

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