R06 Flashcards & Quizzes | Brainscape

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R06 CII June

R06 CII June

By: Scott Wilson

Documents, Client Recommendations, Long Term Care products

22

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582

Flashcards

5

Learners
R06

R06

By: Peter Sumpter

R06, Generic Questions/Analysis

2

Decks

635

Flashcards

5

Learners
R06

R06

By: James Coldwell

Generic Answers - ATR, Risk, Cashflow, Wills, Fees etc, Case Study 1, Case Study 2

5

Decks

72

Flashcards

12

Learners
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

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59

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11

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R06

R06

By: Davis Geidans

Case Study 1 Exam Questions, Case Study 1 Analysis, Case Study 2 Analysis

6

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126

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1

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R06

R06

By: Joe Canavan

R06, R06 Acrostics, R06 Revision Cards

3

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17

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1

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R06

R06

By: Ben Butler

Calculations, Generic Questions, Case Study One

3

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36

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9

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R06

R06

By: Scott Harris

Case study 1, Case study 2

2

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55

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1

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R06

R06

By: James Wilkinson

Case 1, Case Study 1, Practice question lessons

3

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52

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3

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R06 - April 24

R06 - April 24

By: Jamie Croft

Andrea Key Facts, Tips, Andrea Questions

7

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123

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2

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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

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45

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1

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R06 - April 2023

R06 - April 2023

By: Charlotte Read

R06 - April 2023, R06 - Case Study 1, R06 - Case Study 2

4

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107

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1

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R06 April 21

R06 April 21

By: George Storey

ISO22222, Charging Structures, Will

11

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77

Flashcards

4

Learners
AF4/J10

AF4/J10

By: Charles Bray

Cash, bonds, and Gilts, Equity Investments, Commodities and Property, Alternative Investments and Derivatives

9

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296

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3

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R06

R06

By: Tom Kenny

Expert Pensions - R06

1

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36

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2

Learners
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

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49

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1

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R06 April 2024

R06 April 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

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37

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1

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