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Kelly Xue
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Decks in this class (29)
Practice Test 1 - Joseph & Sally
Identify the additional informati...,
Explain to joseph and sally how t...,
State three benefits and three dr...
8
cards
Practice Test 1 - Peter & Katie
Describe to peter and katie the t...,
Explain how their investments cou...,
List the arrangements that may be...
12
cards
Practice Test 2 - Dean single
Describe briefly the stages in th...,
For each of the following list fi...,
For each of the following list fi...
10
cards
Practice Test 2 - John & Margaret
State four benefits and four draw...,
In the event that both john and m...,
Margaret has asked you to explain...
9
cards
Practice Test 3 - Mark & Susan
State the additional information ...,
Recommend and justify a suitable ...,
Mark is considering an income pro...
8
cards
Practice Test 3 - James divorced
Recommend and justify ways james ...,
In the event of james s death des...,
Calculate showing all your workin...
9
cards
Practice Test 4 - Jon & Amy
Identify and explain four errors ...,
State the long term protection pr...,
Comment on the suitability of jon...
7
cards
Practice Test 4 - Mark & Judy
In respect of mark and judy s inv...,
In respect of mark and judy s inv...,
In respect of mark and judy s inv...
9
cards
Practice Test 5 - Tim & Emma
Explain the potential benefits fo...,
Tim and emma would like informati...,
Tim and emma would like informati...
9
cards
Practice Test 5 - George & Ann
State the process an adviser shou...,
Identify the reasons why an advis...,
Explain why george could consider...
10
cards
Practice Test 6 - John & Sue
State the additional information ...,
Following the reduction in the li...,
Recommend what action jon could t...
10
cards
Practice Test 6 - Tom & Lucy
List the additional information y...,
List the additional information y...,
You intend to use a stochastic mo...
9
cards
Practice Test 7 - Laurie & Danielle
Explain to laurie and danielle th...,
State the additional information ...,
Laurie is considering the structu...
9
cards
Practice Test 7 - Horace & Sarah
Comment on the suitability of hor...,
State the additional information ...,
State six advantages and six disa...
8
cards
Practice Test 8 - Kate divorced
State the key additional informat...,
State the key additional informat...,
Explain briefly to kate based on ...
10
cards
Practice Test 8 - Donald & Jackie
Identify the additional informati...,
State seven advantages and seven ...,
State the death benefit options t...
9
cards
Practice Test 9 - Paul & Giselle
Comment on the suitability of pau...,
Explain why a stocks and shares i...,
State the reasons why paul should...
9
cards
Practice Test 9 - Ryan & Mylene
State the additional information ...,
Explain to mylene how a lasting p...,
List the factors ryan should be a...
8
cards
Practice Test 10 - Alan & Kim
State the additional information ...,
Explain how alan s maximum tax re...,
State five benefits and five draw...
10
cards
Practice Test 10 - Bisham & Val
State the process a financial adv...,
Identify the reasons that an advi...,
Bisham and val are uncertain whet...
9
cards
Practice Test 11 - Mark & Penny
State the additional information ...,
State the factors an adviser shou...,
Describe the process an adviser s...
9
cards
Practice Test 11 - James & Kim
State four benefits and four draw...,
State four options available for ...,
Explain to james why it may be be...
10
cards
Practice Test 12 - Simon widower
State the additional information ...,
State why simon should be treated...,
State three benefits and three dr...
10
cards
Practice Test 12 - Russel & Laura
In respect of laura s pension ben...,
Recommend to laura how she can pr...,
Identify the factors relating to ...
10
cards
Exam October 2017 - Matthew & Linda
State the additional information ...,
Explain to matthew and linda the ...,
Recommend and justify one suitabl...
8
cards
Exam October 2017 - Nigel & Mona
Explain briefly to nigel the bene...,
Explain to mona five advantages a...,
Nigel is interested in executing ...
9
cards
Exam January 2018 - Suresh & Anya
Outline the key factors that a fi...,
State four benefits and four draw...,
List six key areas for investment...
9
cards
Exam January 2018 - Adam & Kathryn
Identify the additional informati...,
Adam and kathryn are considering ...,
Comment briefly on the suitabilit...
7
cards
Exam January 2017 - Paul & Ann
0
cards
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Financial Planning
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