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

Decks in this class (10)

Case Study 1 Questions
1 issues that may result in them ...,
2 additional info adviser needs t...,
3 benefits from getting advice fr...
29  cards
Case Study 2 Questions
Outline to them key issues that m...,
Identify key areas of weakness in...,
State the additional info and adv...
36  cards
Further Questions & Technical Details
Explain the process an adviser sh...,
An investment policy statement sh...,
Explain how lifetime cash flow pr...
39  cards
Case Study 2 Questions COPY
Outline to them key issues that m...,
Identify key areas of weakness in...,
State the additional info and adv...
36  cards
Case Study 1 Questions COPY
1 issues that may result in them ...,
2 additional info adviser needs t...,
3 benefits from getting advice fr...
29  cards
Case Study 2 Questions - Objective 1
Outline the factors an adviser sh...,
Explain how a lifetime cash flow ...,
Outline the key info an adviser s...
11  cards
Case Study 2 Questions - Objective 2
Outline the key issues an adviser...,
Outline the factors and adviser w...,
Outline the process that kabir an...
4  cards
Case Study 2 Questions - Objective 3
Identify the factors that an advi...,
Explain in detail to kabir the im...,
Explain the actions that kabir sh...
7  cards
Fact Finding
2 additional info adviser needs t...,
State the additional info and adv...
2  cards
Further Questions & Technical Details COPY
Explain the process an adviser sh...,
Explain how lifetime cash flow pr...,
Outline the process an adviser sh...
32  cards

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R06

  • Class purpose General learning

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