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  • R06 CII June
    R06 CII June

    R06 CII June

    By: Scott Wilson
    Documents, Client Recommendations, Long Term Care products...
    22
    Decks
    582
    Flashcards
    7
    Learners
  • R06
    R06

    R06

    By: Max Cashmore
    Case Study 1 Questions, Case Study 2 Questions, Further Questions & Technical Details...
    10
    Decks
    225
    Flashcards
    5
    Learners
  • R06
    R06

    R06

    By: Peter Sumpter
    R06, Generic Questions/Analysis
    2
    Decks
    635
    Flashcards
    9
    Learners
  • R06
    R06

    R06

    By: James Coldwell
    Generic Answers - ATR, Risk, Cashflow, Wills, Fees etc, Case Study 1, Case Study 2...
    5
    Decks
    72
    Flashcards
    14
    Learners
  • R06
    R06

    R06

    By: Davis Geidans
    Case Study 1 Exam Questions, Case Study 1 Analysis, Case Study 2 Analysis...
    6
    Decks
    127
    Flashcards
    1
    Learner
  • R06
    R06

    R06

    By: Rory Graham
    How Loan Trust Set Up, Recomend And Justify Steps To Improve Tax Efficiency Of Investments, Recomend And Justify Cover To Cover IHT On 2nd Death...
    8
    Decks
    59
    Flashcards
    11
    Learners
  • R06
    R06

    R06

    By: Ben Butler
    Calculations, Generic Questions, Case Study One
    3
    Decks
    36
    Flashcards
    9
    Learners
  • R06
    R06

    R06

    By: Scott Harris
    Case study 1, Case study 2
    2
    Decks
    55
    Flashcards
    1
    Learner
  • R06
    R06

    R06

    By: James Wilkinson
    Case 1, Case Study 1, Practice question lessons
    3
    Decks
    52
    Flashcards
    3
    Learners
  • R06 - April 24
    R06 - April 24

    R06 - April 24

    By: Jamie Croft
    Andrea Key Facts, Tips, Andrea Questions...
    7
    Decks
    123
    Flashcards
    2
    Learners
  • R06 - April 2023
    R06 - April 2023

    R06 - April 2023

    By: Charlotte Read
    R06 - April 2023, R06 - Case Study 1, R06 - Case Study 2...
    4
    Decks
    107
    Flashcards
    1
    Learner
  • R06 July 23
    R06 July 23

    R06 July 23

    By: Mason Smith
    Case Study 1 Aim 2, Case Study 1 Aim 1, Case Study 1 Aim 3...
    7
    Decks
    45
    Flashcards
    1
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  • R06 - July 2024
    R06 - July 2024

    R06 - July 2024

    By: Jay Ngo
    Case Study 1 - Max, Case Study 2 - Amir and Karina, Financial Advice - General...
    10
    Decks
    106
    Flashcards
    1
    Learner
  • R06 April Case 1 2024
    R06 April Case 1 2024

    R06 April Case 1 2024

    By: Ellis Farley
    1) Financial Advice Processes – Fact-finding, Reviews, General, 1) Analysing the client’s financial situation - Retirement provision, 1) Analysing the client’s financial situation – Suitability of assets received from Carl...
    8
    Decks
    37
    Flashcards
    2
    Learners
  • AF4/J10
    AF4/J10

    AF4/J10

    By: Charles Bray
    Cash, bonds, and Gilts, Equity Investments, Commodities and Property, Alternative Investments and Derivatives...
    9
    Decks
    346
    Flashcards
    7
    Learners
  • R06 April 21
    R06 April 21

    R06 April 21

    By: George Storey
    ISO22222, Charging Structures, Will...
    11
    Decks
    77
    Flashcards
    4
    Learners
  • R06
    R06

    R06

    By: Tom Kenny
    Expert Pensions - R06
    1
    Decks
    36
    Flashcards
    3
    Learners
  • R06 (Case Study 1)
    R06 (Case Study 1)

    R06 (Case Study 1)

    By: Nick Shorey
    Equity Release, Estate Planning
    2
    Decks
    34
    Flashcards
    1
    Learner
  • R06
    R06

    R06

    By: James S
    Bartek & Zofia Case Study, Kathy & Late Husband Alan, Things I am missing...
    4
    Decks
    32
    Flashcards
    1
    Learner
  • R06 April Case 2 2024
    R06 April Case 2 2024

    R06 April Case 2 2024

    By: Ellis Farley
    Financial Advice Processes – Fact-finding, Financial Advice Processes – General, Financial Advice Processes – Client reviews...
    9
    Decks
    35
    Flashcards
    1
    Learner
  • R06: Nick & Shirin
    R06: Nick & Shirin

    R06: Nick & Shirin

    By: Charles Bray
    Improve the suitability and tax-efficiency of their current financial arrangements, Ensure that they can retire when Nick reaches age 60, Ensure that their financial protection arrangements are adequate for their needs...
    4
    Decks
    49
    Flashcards
    1
    Learner
  • R06 (E-Learn)
    R06 (E-Learn)

    R06 (E-Learn)

    By: Nick Shorey
    1st meeting, Risk & asset allocation, Suitability & reviews...
    7
    Decks
    54
    Flashcards
    1
    Learner
  • R06 2024
    R06 2024

    R06 2024

    By: Dawn Toma
    R01 Reminders, Calculations, Abbreviations
    3
    Decks
    17
    Flashcards
    1
    Learner
  • 6
    6

    6

    By: Olly Slaney
    R06 :), Protection, Lasting Powers Of Attorney...
    5
    Decks
    35
    Flashcards
    1
    Learner
  • R06 - Sarah Oct 25
    R06 - Sarah Oct 25

    R06 - Sarah Oct 25

    By: Sarah Young
    Exam Technique, Protection & State Benefits, Case Study 1...
    9
    Decks
    165
    Flashcards
    1
    Learner
  • R06 Case Study 2
    R06 Case Study 2

    R06 Case Study 2

    By: ben harrison
    Aim 1 - Ensure they can meet their expenditure during Peter’s sabbatical., Aim 2 - Improve tax efficiency of arrangements, Aim 3 - Ensure they have adequate financial protection for the family.
    3
    Decks
    24
    Flashcards
    2
    Learners
  • R06 brand financial
    R06 brand financial

    R06 brand financial

    By: Jemma Metcalfe
    Khaled and Jenna, Peter and Sally
    2
    Decks
    55
    Flashcards
    1
    Learner
  • R06
    R06

    R06

    By: Raquelle North
    Chapter 1, Chapter 2
    2
    Decks
    18
    Flashcards
    1
    Learner
  • R06
    R06

    R06

    By: Andrew Vaughan
    Case study 1
    1
    Decks
    15
    Flashcards
    1
    Learner
  • R06
    R06

    R06

    By: Unknown Unknown
    Mnemonics, General Knowledge, QuestionsCS1...
    4
    Decks
    505
    Flashcards
    1
    Learner
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