R06 CASE STUDY OCTOBER 2014

R06 CASE STUDY OCTOBER 2014

The format is two case studies of families that need financial planning. I plan on sitting the exam for the April sitting so today is a good day to get serious about learning the content and preparing for the exam. How does the training and CPD differ — or is it the same? I ordered the R04 textbook whilst still stuck on R03 to maintain momentum. If the Paraplanner of the Year has the highest score, this award will go to the entrant with the next highest score. In my case I needed to prepare more. As I was self-employed at the time, my studying impacted on the amount of time I could commit to earning money, and the exams and learning resources were also expensive.

At first glance the textbook is intimidating, as it has quite a few formulae and mathematical concepts to get your head around. For investment professionals only. I felt I was ready to sit the exam in October which would have reduced the time to reaching Diploma level to under a year and a half. My journey took a little longer, passing R01 in summer , and sitting and passing the final exam R06 in April , just a couple of months shy of the 2 year mark. So a lot to cover. I wouldn’t bother with past papers further back.

I have written an article for Professional Paraplanner Magazine with more of my thoughts about my journey that you can read octobrr. Allow at least 2 months of evenings to study.

AF5 — The Big Tent

It was all new information and I simply concentrated on recall of legislation and facts. I was writing from the very first moment to the last second. I was more nervous about my writing hand giving out than the actual exam content! The adviser needs to be able to be comfortable speaking with the client face to face.

  OFFICIAL APPLICATION LETTER PTPTN EXEMPTION

Give yourself a little more time to prepare compared with R R04 — Pensions and retirement planning Another 10 credit module, acse exam tests knowledge and understanding of and ability to analyse pension and retirement octobeg issues. To be honest both John and Catriona produce really good material. What exactly does a paraplanner do and how does it differ from an adviser? I was worried about leaving it too long and forgetting all the facts I had built up in my short-term memory.

Casw work as financial planners is to help our clients define their objectives and goals and then meet them. Agree to our Privacy Policy. In fact, a reader of this site managed to do the full diploma in 6 months.

An understanding of how trusts are treated is another hot topic that came up time and again.

| Diploma in Regulated Financial Planning Achieved

Also does anyone know anywhere that past papers before are available? To follow his progress just put your name and email in the boxes below and join the Financial Planning Academy.

r06 case study october 2014

March edited March 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 more nervous about my writing hand giving out than the actual exam content! When I first heard about the Diploma I was told it could be achieved in as quick as 9 months.

I plan on sitting the exam for the April sitting so today is a good day to get serious about learning the content and preparing for the exam. Thankfully in R05 there is only one correct answer for each question and this made the exam seem like a breeze.

  LANCIA THESIS FELGEN LOCHKREIS

r06 case study october 2014

In my role at Pen-Life I perform tax calculations and assess where requested withdrawals should come from taking into account tax and other financial planning decisions. The Expected Solution package includes a detailed analysis by our panel of experts of the 2 case studies that are issued by the CII 2 weeks prior to the exam.

r06 case study october 2014

This is the exam that took me off course for getting the Diploma within a year, which was my original time-scale. The winner will receive: At first glance the textbook is intimidating, as it has quite a few formulae and mathematical concepts to get your head fase.

For this reason many financial planning firms expect their paraplanners to be qualified to the same minimum standards as advisers.

This time last year I had a clear vision of the job I was looking for: The format is two case studies of families that need financial planning.

News & Views

Candidates get the case studies two weeks before the exam so you can prepare. Working to get this exam passed tested my resolve but also made me more sure than ever that this path was cotober I wanted, and I got there in the end. If your employer wants you to do exams and are funding them, be grateful!

My key for AF5 was to spend a good two or three hours looking in detail at the clients and what their needs were.