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Jay Ngo
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Decks in this class (10)
Case Study 1 - Max
Outline to max the key issues tha...,
Fact finding state the additional...,
Fact finding
37
cards
Case Study 2 - Amir and Karina
Identify the factors that could p...,
State the additional ionformation...,
State the additional information ...
29
cards
Financial Advice - General
What are the potential benefits o...,
Explain the additional actions a ...,
Explain the process a financial a...
4
cards
Financial Advice - Cash flow modelling
Explain the use of lifetime cashf...,
Describe how cashflow modelling c...,
Explain how lifetime cashflow pro...
5
cards
Financial Advice - Risk
Explain what is meant by the term...,
Explain why a risk profiling tool...,
Why should an adviser not rely so...
6
cards
Financial Advice - Pension
What is phased annuity purchase,
What is phased flexi access drawdown,
What is ufpls
5
cards
Financial Advice - Protection
Term assurance provide types opti...,
Critical illness cover provide ty...,
Types of term assurance
9
cards
Financial Advice - Investments + ESG
What is the difference in negativ...,
List seven key areas for investme...,
Explain the esg used to assess a ...
5
cards
Financial Advice - Trusts/ Wills/ POA
Explain how the use of spousal by...,
Explain to amir and karina the di...,
Identify the key instruction that...
6
cards
Tests
0
cards
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R06 - July 2024
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