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📘 R06 Revision – Chapter 4: Analysing the Client Situation Welcome back to the channel! In this video, we're revising the key points from Chapter 4: Analysing the Client Situation, a vital part of the R06 Financial Planning Practice unit. We’ll break down everything from cash flow statements and net asset analysis to risk assessment, tax planning, and estate considerations. 🎯 This video is designed to help reinforce your revision and should be used alongside the full CII study text, not as a replacement. 🔗 Watch previous chapters: 📍 Chapter 1 – • Cii R06 Review - Chapter 1: Establish Clie... 📍 Chapter 2 – • Cii R06 Review Chapter 2: Explaining Finan... 📍 Chapter 3 – • Cii R06 Chapter 3 Review 📚 Access the full official CII study material here: 👉 https://www.cii.co.uk/learning/qualif... ✅ Topics covered in this video include: • Current cash flow statements and income analysis • Net assets and liabilities • Risk assessment and protection planning • Tax position and planning • Retirement projections and lifetime cash flow • Estate planning and identifying client priorities 📌 Next up: Chapter 5 – Formulating Suitable Short-Term Planning We’ll cover: • Cash flow and short-term savings • Debt and mortgage planning • Life and health protection • Redundancy and unemployment cover 👍 If you found this video helpful, please like, comment, and subscribe for more R06 revision content. 🧠 Good luck with your studying and your R06 exam – you've got this! #R06 #CIIExams #FinancialPlanning #Paraplanner #R06Revision #FinancialServices #ExamRevision #CIIStudyHelp #RegulatedFinancialPlanning #ClientSituationAnalysis #CIIStudent #WealthManagement #CashFlowPlanning #EstatePlanning #RiskAssessment #TaxPlanning #RetirementPlanning #StudyWithMe #FinancialAdvice #ParaplanningCareers