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Stu Whisson
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Decks in this class (10)
1 - The Role & Structure of the Financial Markets
Money must have what properties,
What are the main roles of the ba...,
What are the two main ways the fi...
31
cards
2 - The Role of Government
What are the two main functions t...,
What are the objectives of econom...,
Explain what fiscal policy is
20
cards
3 - Financial Services in the Wider Economy
What is intermediation,
What is disintermediation,
What are the four main reasons wh...
8
cards
4 - Industry Obligations to the Customer
What is eligible counterparty,
What is a professional client and...,
What is considered a retail clien...
13
cards
5 - Types of Customer & Their Needs
0
cards
6 - Meeting Customers' Needs: Protection
What are the main underwriting fa...,
What are the two main factors tha...,
What factors should we consider w...
26
cards
7 - Meeting Customers Needs: Saving & Investment
What three categories can investm...,
How does inflation impact on savings,
What can we do to limit the impac...
20
cards
8 - Meeting Customers' Needs: Retirement & Estate Planning
What type of occupational pension...,
What is meant by defined benefit ...,
What are the two new proposed pen...
6
cards
9 - Meeting Customers' Needs: Borrowing
0
cards
10 - Regulatory Authorities in the UK
What are the three cores of finan...,
What is meant by the two types of...
2
cards
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FSRE - DipFA
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