This class was created by Brainscape user Jonathan Hughes. Visit their profile to learn more about the creator.
By:
Jonathan Hughes
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Decks in this class (10)
External Environment
The external environment,
Aims of a regulator,
Functions of a regulator
3
cards
Extras
Risk management tools available t...
1
cards
Advice
Types of advice
1
cards
Investment Markets
Asset characteristics basic,
Asset characteristics detailed,
Features of an investor
9
cards
Investment Strategy and Management
Factors affecting investment stra...,
Regulatory influences on assets held
2
cards
Capital and Surplus Management
Why financial providers need capital,
Reasons for analysing surplus
2
cards
Modelling
Model design operational issues f...,
Considerations in assessing diffe...,
Sources of data
6
cards
Contract Design & Pricing / Financing
Types of selection,
Contract design factors,
Expenses incurred by a product pr...
3
cards
Risk Management
Benefits of a good risk managemen...,
Identification of causes of risk ...,
Inappropriate advice
9
cards
Provisions and Reporting
Reasons for calculating provisions,
Information to be disclosed to be...,
When information from a benefit s...
5
cards
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CP1
- Class purpose General learning
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