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DipFA - Protection (2024)

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

By: George Farley
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Decks in this class (10)

1. Financial protection in the event of death
How do you calculate the level of...,
What is the ifa practice of churning
2  cards
2. Financial protection: illness and business
Why are protection needs for illn...,
Calculation for level of cover re...,
When are business protection poli...
8  cards
3. State protection provision
What is the assessment of income ...,
What is included in the assessmen...,
What is the savings threshold for...
25  cards
4. Life Assurance
What are the 2 types of policy pr...,
Describe the following types of p...,
Key features of term assurance 3
9  cards
5. CIC & IPI
What are the 3 core conditions th...,
Describe combined needs integrate...,
Describe the difference between f...
9  cards
6. Other insurance-based protection policies
Key features of asu insurance 5,
Main exclusions to asu insurance 5,
Key features of payment protectio...
5  cards
7. Application, underwriting and ownership
Describe the application process ...,
When must insurable interest be i...,
What are the 3 types of consumer ...
20  cards
8. Tax treatment of protection policies
What are the criteria for a life ...,
What is the annual cap on contrib...,
How do you calculate the gain on ...
14  cards
9. Protection planning
What is the general rule for quan...,
What is the ranking of individual...,
What is regarded as the maximum b...
6  cards
10. Long term care insurance
Describe the following types of c...,
What are the 2 types of long term...
2  cards

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DipFA - Protection (2024)

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