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CISI Financial Planning & Advice
CISI Financial Planning & Advice
By: Tom Simpson
1,016 Cards –34 Decks –56 LearnersSample Decks: 1 : 1 - Introduction, 1 : 2 - The Role of Insurance, 1 : 3 - Life Assurance, Pension Policies and Employer-Based PoliciesShow Class -
Advice
Advice
By: Daniel Solano
38 Cards –1 Decks –1 LearnerSample Decks: Historia IPShow Class -
Advice
Advice
By: Stefania C
34 Cards –10 Decks –1 LearnerSample Decks: Holne Chase, Hollandgreen, Dixon RoadShow Class -
Generic -Advice
Generic -Advice
By: Pamela O'Malley
19 Cards –3 Decks –1 LearnerSample Decks: Advice, DFM, Consumer DutyShow Class -
Financial Planning and Advice
Financial Planning and Advice
By: Guy Mitchell
114 Cards –5 Decks –1 LearnerSample Decks: 1 - Financial Planning - (17/80), 2 - Financial Protection - (24/80), 3 - Retirement Planning - (24/80)Show Class -
CISI Investment Advice Diploma
CISI Investment Advice Diploma
By: Michelle Baird
21 Cards –1 Decks –16 LearnersSample Decks: Chapter 5 - The Regulatory Infrastructure of UK Financial ServicesShow Class -
J12 - Securities Advice & Dealing
J12 - Securities Advice & Dealing
By: Ruairi Dennehy
107 Cards –11 Decks –6 LearnersSample Decks: Chapter 1 - Equities, Chapter 2 - Bonds, Chapter 3 - Cash, Money Markets and FxShow Class -
Digital Advice Lab
Digital Advice Lab
By: Simay Öncüoğlu
68 Cards –1 Decks –1 LearnerSample Decks: Dijital TerimlerShow Class -
J12 securities advice and dealing
J12 securities advice and dealing
By: Ashley Deleane
100 Cards –7 Decks –1 LearnerSample Decks: Calculations, 1. Analyse the characteristics, features, behaviours and risks of securities and equities in the context of the market for these products (39), 2. Understand the structure, features, and regulatory and trading environment of the securities market (9)Show Class -
RO2 - Chapter 9 - The investment advice process
RO2 - Chapter 9 - The investment advice process
By: Peter Hicks
76 Cards –1 Decks –2 LearnersSample Decks: TestShow Class -
pt advice
pt advice
By: halima chaima
127 Cards –4 Decks –2 LearnersSample Decks: advice, revise, MEPShow Class -
J12 - Securities Advice & Dealing
J12 - Securities Advice & Dealing
By: Scott Harris
87 Cards –5 Decks –2 LearnersSample Decks: Cash, Money Markets & Foreign Exchange, Bonds, EquitiesShow Class -
J 3 Ch 6 Opinions & Advice
J 3 Ch 6 Opinions & Advice
By: Michel Genetay
51 Cards –5 Decks –1 LearnerSample Decks: Chapter 6 - Core Vocab, Chapter 6 - Word Builder, Chapter 6 - PhrasesShow Class -
Advice Process
Advice Process
By: Nika Otaza
129 Cards –9 Decks –1 LearnerSample Decks: Data Collection, Data Analysis, Development of RecommendationShow Class -
5. Client Advice
5. Client Advice
By: ed stringer
53 Cards –7 Decks –2 LearnersSample Decks: Types and Characteristics of Investors, The Client's Financial Objectives, The Client's Current CircumstancesShow Class -
Financial Advice R01
Financial Advice R01
By: Dean Clifton
123 Cards –4 Decks –2 LearnersSample Decks: R01, Client Agrrement, CancellationsShow Class -
Adviced 1
Adviced 1
By: Élodie-Ève Daigneault
20 Cards –2 Decks –1 LearnerSample Decks: false cognate, Verbs: aspectsShow Class -
Consent Advice Risk
Consent Advice Risk
By: Sherina Slater
64 Cards –2 Decks –1 LearnerSample Decks: Gynecology, ObstetricsShow Class -
Financial Planning & Advice
Financial Planning & Advice
By: Colin Reed
65 Cards –1 Decks –1 LearnerSample Decks: Financial Planning & AdviceShow Class -
Financial Planning & Advice
Financial Planning & Advice
By: Stefan De Lange
37 Cards –1 Decks –1 LearnerSample Decks: Financial Planning FundamentalsShow Class -
Pensions Transfer & Planning Advice
Pensions Transfer & Planning Advice
By: Thomas Harvey
22 Cards –1 Decks –1 LearnerSample Decks: Chapter 1 - Pensions Planning & AdviceShow Class -
ADVICE
ADVICE
By: Muhammad Zakaria
32 Cards –7 Decks –1 LearnerSample Decks: Chris Sifain, Guy Conille, RandomShow Class -
Oxford - Word Skills
Oxford - Word Skills
By: Annina Vietze
597 Cards –38 Decks –173 LearnersSample Decks: 21.1 Writing an essay, 21.3 - Linking ideas, 21.4 - Adding interestShow Class -
R01
R01
By: Ellie Atkinson
416 Cards –10 Decks –269 LearnersSample Decks: The UK Financial Services Industry: An Overview, Serving The Retail Customer, Principles And Rules Set Out In The Regulatory FrameworkShow Class -
GE Mon, Fri 18.15 [2023-24]
GE Mon, Fri 18.15 [2023-24]
By: Olya Sergeeva
1,138 Cards –40 Decks –16 LearnersSample Decks: Feedback September, Feedback October, Feedback NovemberShow Class -
Bearhawk Patrol
Bearhawk Patrol
By: dirt bike
837 Cards –13 Decks –1 LearnerSample Decks: Red Pages, Weather, Sage AdviceShow Class -
CII R01 - Financial Services, Regulation & Ethics
CII R01 - Financial Services, Regulation & Ethics
By: Karishma Hirani
428 Cards –23 Decks –21 LearnersSample Decks: Pt 2. Serving the Retail Consumer - Budgeting, Managing Debt and Borrowing, Pt 2. Serving the Retail Consumer - Mortgages and Loans, Pt 2. Serving the Retail Consumer - ProtectionShow Class -
GE Wed, Fri 20.00 [2023-24]
GE Wed, Fri 20.00 [2023-24]
By: Olya Sergeeva
1,332 Cards –51 Decks –12 LearnersSample Decks: Feedback September-October, Feedback November-December, [Feedback] January-FebruaryShow Class -
YR 3 - Illness and Wellbeing
YR 3 - Illness and Wellbeing
By: Simran Sandhu
1,233 Cards –31 Decks –9 LearnersSample Decks: Pathology - Intro, Pathology - Cell Injury/Death, Pathology - Inflammation and Repair ReviewShow Class -
GE Thur, Sat 20.00 [2023-24]
GE Thur, Sat 20.00 [2023-24]
By: Olya Sergeeva
1,304 Cards –52 Decks –13 LearnersSample Decks: Feedback September, Feedback October, Feedback November-DecemberShow Class