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Decks in this class (16)
Mnemonics
Additional information pathetic w...,
Benefits of financial advice rapp...,
Investment process ecafi 3
8
cards
Financial Advice - General
What are the potential benefits o...,
Explain the process a financial a...,
Outline the actions a financial a...
6
cards
Financial Advice - Cash Flow Modelling
Key information that should be ta...,
Advantages and disadvantages of c...,
What is stress testing 3
3
cards
Financial Advice - Risk
State the main factors that might...,
Benefits and limitations of risk ...,
Describe the steps that a financi...
8
cards
Investments
Outline the factors an adviser sh...,
Outline the process you would fol...,
Explain how a advisory and a disc...
12
cards
Pensions
What is a phased annuity purchase 1,
What is phased flexi access drawd...,
What is ufpls 3
6
cards
Protection
What is term assurance 1,
What is critical illness insurance 2,
What types of term assurance are ...
7
cards
Trusts, Wills, LPAs
What is bare trust 1,
What is a discretionary trust 2,
What is a discounted gift trust d...
17
cards
Practice Paper 1 - October 2020
Outline the key client specific i...,
Identify the key information that...,
Dan and tara have recently set up...
18
cards
Practice Paper 2 - March 2021
Identify the additional informati...,
Outline the key factors that shou...,
Explain to harry why purchasing a...
15
cards
Practice Paper 3 - June 2021
Identify the additional informati...,
Explain to julie the key weakness...,
Recommend and justify a suitable ...
16
cards
Practice Paper 4 - Feburary 2025
Identify the additional informati...,
Identify a range of suitable acti...,
Explain to sylvia how the small p...
16
cards
Practice Paper 5 - September 2025
Identify the additional informati...,
Identify the actions that you wou...,
Recommend and justify to dean how...
16
cards
Redmill Deck
List the six steps of the financi...,
List five fca best practices for ...,
State the benefits to a client of...
116
cards
Brand Fact Find Analysis
Identify the additional informati...,
Identify the additional informati...,
Explain to owen and alice the ben...
23
cards
Redmill Fact Find Analysis
What additional information would...,
What additional information would...,
What additional information would...
13
cards
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AF5 - Financial Planning Process
- Class purpose General learning
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