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AFA
> Case Study > Flashcards
Case Study Flashcards
Study These Flashcards
AFA
(38 decks)
Taxation Topic 1 - Domicile and Residence
Taxation Topic 2 - Income Tax
Taxation Topic 3 - Capital Gains Tax
Taxation Topic 4 - Inheritance Tax
Taxation Topic 5 - Business Taxes and Value Added Taxes (VAT)
Taxation Topic 6 - Tax Planning
Investments Topic 1 - The Economic Environment
Investments Topic 2 - Deposit Based Investments
Investments Topic 3 - Fixed-Rate Securities
Investments Topic 4 - Equities
Investments Topic 5 - Derivatives and Alternative Investments
Investments Topic 6 - Property and Structured Products
Investments Topic 7 - Risk
Investments Topic 8 - Investment Theories
Investments Topic 9 - Investment Planning Principles
Investments Topic 10 - OEICs, Unit Trusts and Investment Trusts
Investments Topic 11 - Collective Investments (Life Assurance)
Investments Topic 12 - Tax Free Investments
Investments Topic 13 - Assessing Investment Performance
Investments Topic 14 - Advice
Retirement Topic 1 - Political, Social and Legal Aspects of Pensions
Retirement Topic 2 – State Pension Provision
Retirement Topic 3 - The Pensions Tax Regime
Retirement Topic 4 – Personal Pension Schemes
Retirement Topic 5 – Occupational Pension Schemes
Retirement Topic 6 - Other Pension Issues
Retirement Topic 7 - Retirement Planning
Protection Topic 1 - Financial Protection In The Event of Death
Protection Topic 2 - Illness and Business Protection
Protection Topic 3 - State Protection Provision
Protection Topic 4 – The range and application of life assurance
Protection Topic 5 – Protection Solutions in the event of illness/disability: CIC and IPI
Protection Topic 6 – Other insurance-based protection policies
Protection Topic 7 – Application, underwriting and ownership
Protection Topic 8 – The tax treatment of protection policies
Protection Topic 9 – Needs and priorities in protection
Protection Topic 10 – Introduction to long-term care insurance
Case Study
