This class was created by Brainscape user Jack Barrett. Visit their profile to learn more about the creator.
By:
Jack Barrett
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Decks in this class (6)
General
Describe the process for using a ...,
Explain the difference between ca...,
State the process an adviser woul...
13
cards
Fact-finding
Identify the additional info you ...,
Identify the additional info you ...,
Identify the additional info you ...
6
cards
Reviews
Identify reasons why a financial ...,
10 financial planning issues that...,
10 events that should trigger a i...
5
cards
Investments
Explain the key risks associated ...,
What is the tax treatment of the ...,
What is the tax treatment of the ...
14
cards
Protection
Comment on any weaknesses in simo...,
R j how simons company can set up...,
R j a suitable insurance policy t...
6
cards
Retirement
Describe the process to ensure si...,
Outline the factors to consider w...,
Describe the key benefits if simo...
5
cards
More about
AF5
- Class purpose General learning
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