Af5 Flashcards & Quizzes

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AF5

AF5

By: Jolyon Roderick

First Deck, Investment planning - here we review each of Dan & Tara's investment holdings and provide additional background information on ISAs and unit trusts, Fact Finding Questions ...

10

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135

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6

Learners
AF5 - October 2021

AF5 - October 2021

By: Lawrence Mann

Advice - Generic, Adviser Fees, Investments - Generic ...

11

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92

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3

Learners
AF5

AF5

By: Zoe Birchall

Ethical, Objectives, Office Purchase ...

11

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87

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1

Learner
AF5 - Financial Planning Process

AF5 - Financial Planning Process

By: Ruairi Dennehy

IHT, Investments, Protection ...

6

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94

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2

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AF5

AF5

By: Jack Barrett

General, Fact-finding, Reviews ...

6

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49

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8

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AF5

AF5

By: Nick Tock

Risk, Review, Security Of David’s Cash ...

31

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76

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11

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AF5

AF5

By: George Fountain

Case Study General Questions

1

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33

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1

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AF5

AF5

By: George Simmonds

Generic Questions, Generic Questions (Client-Specific), Client-Specific Questions

3

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87

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1

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AF5

AF5

By: Andrew skinner

AF5

1

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43

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6

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AF5

AF5

By: don parker

af5 (a)

1

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17

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1

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AF5 Revision

AF5 Revision

By: Tulo To

POA & Wills, Risk, tax efficiency and suitability of investments, Ethical Investment ...

17

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135

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1

Learner
AF5 DVC Revision Packs

AF5 DVC Revision Packs

By: David Villa-Clarke

Fact Finding Questions, Risk Based Questions, Objective Based Questions Buy to Let ...

11

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81

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6

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AF5 Oct 18

AF5 Oct 18

By: Nick Tock

Fact Find Questions, Care Fees, Lifestyle And Target Dated Funds ...

23

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64

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6

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AF5

AF5

By: Sarah Hope

Ethical Investments, Estate Planning Considerations, Divorce ...

8

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57

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1

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AF5 October 2018

AF5 October 2018

By: Brian O'Connell

IHT planning Video, Target Date funds, Brand AF5 Analysis ...

4

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34

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3

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Af5

Af5

By: Darren Stiff

Risk, IPDI IIP, Hourly Fees and Fund Based Fees ...

6

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18

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2

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AF5 September 2023

AF5 September 2023

By: Gus Lart

Objective 5 Suitability & Tax Efficency, Objective 6 - Savings, Objective 7: IHT Mitigation ...

5

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53

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1

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AF5

AF5

By: Sean Thompson

Review, APTA, Long term planning ...

7

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30

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1

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AF5 0ct19

AF5 0ct19

By: Kelly Sumal

Client relationships questions, Tax Assets, Cash Modeller and Risk Profiler ...

18

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44

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1

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