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  • RO2 - Chapter 7 - Indirect investments – unit trusts, OEICs and investment trust companies
    RO2 - Chapter 7 - Indirect investments – unit trusts, OEICs and investment trust companies

    RO2 - Chapter 7 - Indirect investments – unit trusts, OEICs and investment trust companies

    By: Peter Hicks
    Chapter 7 - Test
    1
    Decks
    52
    Flashcards
    5
    Learners
  • Ethical and Professional Standards
    Ethical and Professional Standards

    Ethical and Professional Standards

    By: Manny Smith
    LM:1 Ethics and Trust In The Investment Profession, LM:2 Code Of Ethics & Standards Of Professional Conduct, LM:3 Guidance For Standards I-VII ...
    4
    Decks
    94
    Flashcards
    1
    Learner
  • Equity and Trusts - Investment and delegation
    Equity and Trusts - Investment and delegation

    Equity and Trusts - Investment and delegation

    By: Ceri Mawson
    Investment and delegation
    1
    Decks
    16
    Flashcards
    1
    Learner
  • AF4
    AF4

    AF4

    By: Debbie Pitman
    Calculations, Investment Process & wrappers, Derivatives ...
    21
    Decks
    383
    Flashcards
    171
    Learners
  • AFA
    AFA

    AFA

    By: Josh Freire-Mckinnell
    Taxation Topic 1 - Domicile and Residence, Taxation Topic 2 - Income Tax, Taxation Topic 3 - Capital Gains Tax ...
    38
    Decks
    837
    Flashcards
    13
    Learners
  • AF1
    AF1

    AF1

    By: Vicky Bullivant
    Wills/intestacy and power of attorney, Bankruptcy, Trusts ...
    15
    Decks
    469
    Flashcards
    120
    Learners
  • Wills & Trusts
    Wills & Trusts

    Wills & Trusts

    By: Katelynn Gilbert
    Intro to Wills and Trusts, Ethics, Distribution ...
    25
    Decks
    976
    Flashcards
    1
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  • CISI Introduction to Securities and Investments 2025
    CISI Introduction to Securities and Investments 2025

    CISI Introduction to Securities and Investments 2025

    By: Jack Eden
    Chapter 1 - Introduction: The Financial Services Sector, Chapter 2 - The Economic Environment, Chapter 3 - Equities ...
    12
    Decks
    578
    Flashcards
    305
    Learners
  • CFP
    CFP

    CFP

    By: Adam Farid
    Health Insurance, Long Term Care/Disability Coverage, Property And Liability Insurance ...
    27
    Decks
    1,011
    Flashcards
    18
    Learners
  • Af1
    Af1

    Af1

    By: Michelle Boakes
    Tax, Wills And Intestacy, Life Assurance And Pensions In Trust ...
    18
    Decks
    765
    Flashcards
    15
    Learners
  • CFP
    CFP

    CFP

    By: ryan halvorson
    Rules of Conduct, Code of Ethics, Financial Planning Practice Standards ...
    51
    Decks
    1,030
    Flashcards
    324
    Learners
  • AF4 (JS)
    AF4 (JS)

    AF4 (JS)

    By: Jessica Streeter
    Calculations, Investment Process & wrappers, Derivatives ...
    21
    Decks
    383
    Flashcards
    4
    Learners
  • CII J02
    CII J02

    CII J02

    By: Jordan Sidaway
    1 - Trusts, 2 - Trust Creation, 3 - Investment and Administration ...
    9
    Decks
    197
    Flashcards
    79
    Learners
  • SS Own Cards
    SS Own Cards

    SS Own Cards

    By: Shekar Supanekar
    Lesson 1 of Investment Planning: Fundamentals of Investments, Lesson 2 of Investment Planning: Portfolio Theory, Lesson 3 of Investment Planning: Measuring Return ...
    35
    Decks
    3,173
    Flashcards
    3
    Learners
  • R02 April 2020
    R02 April 2020

    R02 April 2020

    By: Jennifer Barker
    1 - The characteristics, inherent risks, behaviour and correlation of asset classes. Part 1 - Cash investments and fixed interest securities., 1 - The characteristics, inherent risks, behaviour and correlation of asset classes. Part 2 - Equities, property and alternative investments, 2 - The macro-economic evironment and its impact on asset classes ...
    14
    Decks
    731
    Flashcards
    42
    Learners
  • Equity
    Equity

    Equity

    By: Rhys Brennan
    Introduction to Equity & Trusts, Three Certainties, Formalities ...
    13
    Decks
    449
    Flashcards
    14
    Learners
  • R02 - Investment Principals And Risk
    R02 - Investment Principals And Risk

    R02 - Investment Principals And Risk

    By: Jamie Croft
    Chapter 1 - Cash Investments And Fixed-interest Securities, Chapter 2 - Equities, Property And Alternative Investments, Chapter 3 - The macroeconomic environment and its impact on asset classes ...
    13
    Decks
    336
    Flashcards
    20
    Learners
  • AFAI: Investments
    AFAI: Investments

    AFAI: Investments

    By: Unknown Unknown
    1: The economic environment, 2. Deposit-based investments, 3. Fixed-interest investments ...
    15
    Decks
    452
    Flashcards
    1
    Learner
  • investment
    investment

    investment

    By: Sam Sam
    ecobomic, cash investment and deposit, equities ...
    13
    Decks
    351
    Flashcards
    1
    Learner
  • CII - R03
    CII - R03

    CII - R03

    By: Jordan Sidaway
    1 - Income Tax, 2 - National Insurance, 3 - CGT ...
    13
    Decks
    287
    Flashcards
    269
    Learners
  • 1. AF4
    1. AF4

    1. AF4

    By: Angela Geraghty
    Calculations, Investment Process & wrappers, Derivatives ...
    21
    Decks
    383
    Flashcards
    2
    Learners
  • CII AF1
    CII AF1

    CII AF1

    By: Ian howes
    Terminology, Dates To Remember, Income Tax ...
    21
    Decks
    347
    Flashcards
    66
    Learners
  • AF1 2018/19
    AF1 2018/19

    AF1 2018/19

    By: Vicky Kleboe
    Wills/intestacy and power of attorney, VAT, Bankruptcy ...
    16
    Decks
    473
    Flashcards
    16
    Learners
  • AF4 New
    AF4 New

    AF4 New

    By: Sam Worthy
    Cash & Fixed Interest, Investment Valuation Ratios, Equity Valuation ...
    15
    Decks
    290
    Flashcards
    21
    Learners
  • AF4 March 2025
    AF4 March 2025

    AF4 March 2025

    By: Joe Fowler
    Cash, Fixed Interest Investments, Equities ...
    26
    Decks
    432
    Flashcards
    2
    Learners
  • CFP 3/17
    CFP 3/17

    CFP 3/17

    By: Kimberly Papik
    Financial Planning Process, Insurance, Ethics and Law ...
    48
    Decks
    772
    Flashcards
    31
    Learners
  • RO3 - Personal Taxation
    RO3 - Personal Taxation

    RO3 - Personal Taxation

    By: Peter Hicks
    R03 - Chapter 1 - Income Tax, Chapter 2 - National Insurance contributions (NICs), Chapter 3 - Capital gains tax (CGT) ...
    14
    Decks
    770
    Flashcards
    35
    Learners
  • CII J02 (Trusts)
    CII J02 (Trusts)

    CII J02 (Trusts)

    By: Oliver Hadden
    Trusts, Trust Creation, Trust Rules ...
    13
    Decks
    205
    Flashcards
    19
    Learners
  • AF4 (JS 3)
    AF4 (JS 3)

    AF4 (JS 3)

    By: Jessica Streeter
    Cash & Fixed Interest, Investment Valuation Ratios, Equity Valuation ...
    15
    Decks
    290
    Flashcards
    1
    Learner
  • J02 Trusts
    J02 Trusts

    J02 Trusts

    By: Debbie Pitman
    Trust Creation And Rules, General, Mental Capacity And POA ...
    9
    Decks
    194
    Flashcards
    4
    Learners

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