Af5 Flashcards & Quizzes | Brainscape

Top Af5 Flashcards Ranked by Quality

AF5

AF5

By: Jolyon Roderick

135 Cards –

10 Decks –

6 Learners

Sample Decks: First Deck, Investment planning - here we review each of Dan & Tara's investment holdings and provide additional background information on ISAs and unit trusts, Fact Finding Questions

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AF5

AF5

By: Zoe Birchall

87 Cards –

11 Decks –

1 Learner

Sample Decks: Ethical, Objectives, Office Purchase

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AF5 - October 2021

AF5 - October 2021

By: Lawrence Mann

92 Cards –

11 Decks –

3 Learners

Sample Decks: Advice - Generic, Adviser Fees, Investments - Generic

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AF5 - Financial Planning Process

AF5 - Financial Planning Process

By: Ruairi Dennehy

94 Cards –

6 Decks –

2 Learners

Sample Decks: IHT, Investments, Protection

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AF5

AF5

By: George Fountain

33 Cards –

1 Decks –

1 Learner

Sample Decks: Case Study General Questions

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AF5

AF5

By: Jack Barrett

49 Cards –

6 Decks –

8 Learners

Sample Decks: General, Fact-finding, Reviews

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AF5

AF5

By: Nick Tock

76 Cards –

31 Decks –

11 Learners

Sample Decks: Risk, Review, Security Of David’s Cash

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AF5

AF5

By: George Simmonds

87 Cards –

3 Decks –

1 Learner

Sample Decks: Generic Questions, Generic Questions (Client-Specific), Client-Specific Questions

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AF5

AF5

By: Andrew skinner

43 Cards –

1 Decks –

6 Learners

Sample Decks: AF5

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AF5

AF5

By: don parker

17 Cards –

1 Decks –

1 Learner

Sample Decks: af5 (a)

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AF5 DVC Revision Packs

AF5 DVC Revision Packs

By: David Villa-Clarke

81 Cards –

11 Decks –

6 Learners

Sample Decks: Fact Finding Questions, Risk Based Questions, Objective Based Questions Buy to Let

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AF5 Oct 18

AF5 Oct 18

By: Nick Tock

64 Cards –

23 Decks –

6 Learners

Sample Decks: Fact Find Questions, Care Fees, Lifestyle And Target Dated Funds

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AF5

AF5

By: Sarah Hope

57 Cards –

8 Decks –

1 Learner

Sample Decks: Ethical Investments, Estate Planning Considerations, Divorce

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AF5 October 2018

AF5 October 2018

By: Brian O'Connell

34 Cards –

4 Decks –

3 Learners

Sample Decks: IHT planning Video, Target Date funds, Brand AF5 Analysis

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Af5

Af5

By: Darren Stiff

18 Cards –

6 Decks –

2 Learners

Sample Decks: Risk, IPDI IIP, Hourly Fees and Fund Based Fees

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AF5 September 2023

AF5 September 2023

By: Gus Lart

53 Cards –

5 Decks –

1 Learner

Sample Decks: Objective 5 Suitability & Tax Efficency, Objective 6 - Savings, Objective 7: IHT Mitigation

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AF5

AF5

By: Sean Thompson

30 Cards –

7 Decks –

1 Learner

Sample Decks: Review, APTA, Long term planning

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AF5 0ct19

AF5 0ct19

By: Kelly Sumal

44 Cards –

18 Decks –

1 Learner

Sample Decks: Client relationships questions, Tax Assets, Cash Modeller and Risk Profiler

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