Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

r06 april 21 > ISO22222 > Flashcards

ISO22222 Flashcards

1
Q

First stage - Establish and define the …

A

client adviser relationship - Charges, Service, Independant / Restricted

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

Second stage - Gather …

A

Client data, goals & objectives

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Third stage - Analyse …

A

and evaluate client financial status

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

Fourth stage - Develop …

A

and present financial plan + suitability report

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

Fifth stage - Implement …

A

financial planning recommendations

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

Sixth stage - Monitor

A

financial plan and relationship

How well did you know this?
1
Not at all
2
3
4
5
Perfectly

r06 april 21 (11 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions