- decks
- flashcards
- learners
Decks in this class (10)
First Deck
0
cards
Investment planning - here we review each of Dan & Tara's investment holdings and provide additional background information on ISAs and unit trusts
Current account 1,
Deposit savings account 2,
Cash isas 3
6
cards
Fact Finding Questions
1 identify the additional informa...,
1 identify the additional informa...,
1 identify the additional informa...
9
cards
Risks and assumptions
List and describe the two main ty...,
Identify and describe the various...,
Identify and describe the various...
16
cards
Technical questions
Identify the main factors and ass...,
Explain briefly to dan and tara t...,
State the process an adviser shou...
20
cards
Financial protection
Comment briefly on the couple s p...,
Comment briefly on the couple s p...,
State the factors a financial adv...
13
cards
Investments
Describe the benefits for dan and...,
Describe the drawbacks for dan an...,
Explain to dan and tara the poten...
39
cards
IHT and Later Life Planning (including some business planning)
Comment on the present situation ...,
Explain the rules of intestacy as...,
Explain to dan and tara what will...
13
cards
Recommend and justify
Recommend and justify the recomme...,
Recommend and justify the recomme...,
Recommend and justify how the com...
11
cards
Reviews
Identify eight key events relevan...,
Why is it important to carry out ...,
State the factors an adviser shou...
8
cards
More about
AF5
- Class purpose General learning
The creator of this class did not yet add a description for what is included in this class.
How studying works.
Brainscape's adaptive web mobile flashcards system will drill you on your weaknesses, using a pattern guaranteed to help you learn more in less time.
Add your own flashcards.
Either request "Edit" access from the author, or make a copy of the class to edit as your own. And you can always create a totally new class of your own too!
What's Brainscape anyway?
Brainscape is a digital flashcards platform where you can find, create, share, and study any subject on the planet.
We use an adaptive study algorithm that is proven to help you learn faster and remember longer....
Looking for something else?
AF5 - October 2021
- 11 decks
- 92 flashcards
- 3 learners
Decks:
Advice Generic, Adviser Fees, Investments Generic, And more!
AF5 - Financial Planning Process
- 6 decks
- 94 flashcards
- 3 learners
Decks:
Iht, Investments, Protection, And more!
AF5 Revision
- 17 decks
- 221 flashcards
- 1 learners
Decks:
Poa Wills, Tax Efficiency And Suitability Of Saving, Ethical Investment, And more!
