Thank you for reading our Book of Stories 2.0
 
In order to receive your CPD certificate you will need to score 75% in the survey below.  You can complete the survey more than once.
 
Learning Outcomes
  • Understand intergenerational differences about money
  • Identify how people's attitudes towards their personal finances have been shaken by Covid-19
  • Describe some of the changes in organisation and practices that advisers should be considering if they are to succeed in the intergenerational planning environment
Please allow 1 week to receive your certificate.

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* 1. Older clients are more likely to be:

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* 2. Most British adults expect to pass on most of their wealth to family and loved ones. In most cases, when is the intention is to do this?

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* 3. Which of the following is not detailed as an immediate impact of Covid-19?

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* 4. Which services are younger clients more likely to be interested in?

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* 5. According to research by Platforum in 2020, almost eight out of ten financial advisers say they are now using what?

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* 6. Which of the following is not listed as a way cash flow modelling can be used?

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* 7. Contact details

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