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Nick Shorey
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Decks in this class (7)
1st meeting
What are the 6 stages of financia...,
As per fca requirements what must...,
To be an ifa what must the advise...
10
cards
Risk & asset allocation
Clients often misunderstand inves...,
What might be helpful in assessin...,
What do computer based psychometr...
11
cards
Suitability & reviews
List 3 main functions of the fina...,
Name 4 useful tips on how to prep...,
Name 2 fca requirements in the re...
8
cards
Using an inheritance to repay a mortgage
Name 4 things to consider when co...,
Name 2 potential benefits of earl...,
The repayment of a mortgage is a ...
4
cards
School fees planning
What formula is used when calcula...,
What can a cash flow model be use...,
When producing cashflow statement...
7
cards
Financial protection
What are the 5 headings in a fina...,
What 3 things does a life cover c...,
With life cover calculators assum...
7
cards
IHT planning
How far do you need to look back ...,
The rnrb is only available where ...,
What is the rule around withdrawi...
7
cards
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R06 (E-Learn)
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