Please click on ‘Start Assessment’
You will be asked 11 questions and have 15 minutes to complete this assessment with a required pass mark of 85%
0 of 11 Questions completed
You have already completed the assessment before. Hence you can not start it again.
Assessment is loading…
You must sign in or sign up to start the assessment.
You must first complete the following:
0 of 11 Questions answered correctly
Time has elapsed
You have reached 0 of 0 point(s), (0)
Earned Point(s): 0 of 0, (0)
0 Essay(s) Pending (Possible Point(s): 0)
‘Still working part time because they love their job! Children have flown the nest and they can now start to spend some time on the things they really want to do like gardening, taking on a new hobby and travelling.’ Which life stage is being described here?
‘Regular income, no current foundation costs, no property or car. Majority of funds are spent on going out with friends and holidays’ Which life stage is being described?
Why is it important to recognise which stage of life your client is in and then get them to recognise it themselves?
In which life stage would you be considered ‘comfortable’
Which of these are NOT life stages in Lifestyle Financial Planning?
(Select 3 answers)
How many life stages are there in Lifestyle Financial Planning?
At Assisted Independence stage we may find our life and lifestyle expenditure starts to reduce but our Foundation costs increase – why is this?
Why do we always plan to age 90?
Which life stage falls between Golden Time & Slowing Down?
Base Building comes after?
Which life stage is characterised by someone needing assistance to maintain their independence?