5. Client Advice

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Decks in this class (7)

Types and Characteristics of Investors
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16  cards
The Client's Financial Objectives
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2  cards
The Client's Current Circumstances
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3  cards
The Client's Risk Profile
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6  cards
Advice and Reccomendations
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8  cards
Skills Required when Advising Clients
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2  cards
Objective of Pension, Life and General Insurance Companies
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16  cards

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5. Client Advice

  • Class purpose General learning

The creator of this class did not yet add a description for what is included in this class.

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