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CISI Advanced Financial Planning UK 2021/2

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

By: John Pulahi
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Decks in this class (8)

Learning Outcome 01- The Financial Planning Process
The benefits of financial planning,
Factors which affect the size of ...,
The steps in the financial planni...
16  cards
Learning Outcome 02 - Financial Planning Principles
For what reasons is a net worth s...,
A personal financial statement ou...,
What are the key points regarding...
5  cards
Learning Outcome 03 - Financial Management
0  cards
Learning Outcome 04 - Tax Principles and Optimisation
0  cards
Learning Outcome 05 - Investment Planning/Asset Management
0  cards
Learning Outcome 06 - Risk Management and Insurance Planning
0  cards
Learning Outcome 07 - Retirement Planning
0  cards
Learning Outcome 08 - Estate Planning and Wealth Transfer
0  cards

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CISI Advanced Financial Planning UK 2021/2

  • Class purpose General learning

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