R06 CASE STUDY OCTOBER 2014

At first glance the textbook is intimidating, as it has quite a few formulae and mathematical concepts to get your head around. You can never stop learning — legislation around tax is always changing, and every client is different and has different products and different goals. Thank you, I went with the Brand one in the end – think it’s available on Friday. R06, in contrast is a 3 hour written exam. The October sample looks like it might be produced in conjunction with Brand FT but I’m not sure if that is standard. I wouldn’t bother with past papers further back. After obtaining a degree in history and politics I got a job in quantitative market research — writing questionnaires and analysing data, looking for insights and stories amongst the tens of thousands of data-points.

The first 5 R0 exams are computer based, selecting answers on a screen with your mouse. The October sample looks like it might be produced in conjunction with Brand FT but I’m not sure if that is standard. Thankfully in R05 there is only one correct answer for each question and this made the exam seem like a breeze. Categories Adviser Letter of the Week , Paraplanning. This module is to develop knowledge and understanding of investment products and the application of the investment advice process. Advisers are the ones that sign off on the advice and have the relationship with the client.

In fact, a reader of this site managed to do the full diploma in 6 months.

r06 case study october 2014

When I first heard about the Diploma I was told it could be achieved in as quick as 9 months. R06, in contrast is a 3 hour written exam.

r06 case study october 2014

I still managed to pass this exam on my first attempt e06 learning the formulae and, as in R01, learning the facts by rote. Think about what additional information you might need to provide financial advice, and think back to sttudy the different areas of financial planning topics from the previous exams. You also need your planner to understand YOU; to know the most appropriate solution for your circumstances; to really understand your goals; and ensure the strategy recommended will allow you to sleep well at night.

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I was self-taught and enthusiastic but when my readers came to me for financial advice I could only share my own experiences.

He has drive and ambition. April soon came around and I felt ready, having learnt that exam technique is important as well as knowledge to get the all important pass. This saves the company money on examination costs and reduces the risks involved in employing a trainee.

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He has complementary skills in technology. I felt I was on the final straight. Allow at least 2 months of evenings to study. You can never stop learning — legislation around tax is always changing, d06 every client is different and has different products and different goals. Will you join me?

AF5 — The Big Tent

But I was still set on getting my diploma. I gave myself a month off in July, and then revised in August and September before feeling ready to give the exam a go.

I was worried about leaving it too long and forgetting all the facts I had built up in my short-term memory. Another 10 credit module, this exam tests knowledge and understanding of and ability to analyse pension and retirement planning issues.

To enter, you’ll need to be working as a Paraplanner in the UK. I used Brand Financial Training and was very happy with the output.

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So a lot to cover. This morphed into a full-time job writing articles and managing web properties. The October sample looks like it might be produced in conjunction with Brand FT but I’m not sure if that is standard.

r06 case study october 2014

I used Verridian analysis for R06 a couple of oxtober back and was very impressed, has anyone used it for AF5? At first glance the textbook is intimidating, as it has quite a few formulae and mathematical concepts to get your head around. As a client you need the person putting your financial plan together to know the impact of taxes; the ever-changing pension and investing rules and allowances; and which provider is most suitable.

We provide you with a list of the questions that we feel could be asked together with a detailed solution. Although he has not worked in financial services before, he has always been interested in marketing and sales which is the life-force of any financial planning practice.

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Capital Gains tax is relatively straightforward but you must remember to consider chattels; wasting assets and the implications of being absent from your primary residence amongst other things. The Paraplanner of the Year Trophy. The most frequently asked questions were about how to enter the profession, and the exams needed to qualify.

Want to connect with us? The CII recommends the modules are done e06 order because they build on one another.