Financial Planning & Advice Exam

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CISI Exam Quiz 10 Topics Covers:
Analyse existing arrangements
1. be able to evaluate personal, family income and capital protection needs relevant to death and asset protection
2. be able to evaluate the role of insurance in mitigating personal financial risk
3. know the areas of business protection needs – small and mediumsized enterprises (SMEs)
4. understand the role of State Benefits/ local authority funded solutions

By Exam Team | CISIExam

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