R06 CASE STUDY OCTOBER 2014

I was worried about leaving it too long and forgetting all the facts I had built up in my short-term memory. Tonight I found a document with many of the answers, and I had to share it here. I used Verridian analysis for R06 a couple of years back and was very impressed, has anyone used it for AF5? It was around the time of sitting R04 that I finally found a financial planning business to join, to learn the practical side of financial planning. Our work as financial planners is to help our clients define their objectives and goals and then meet them.

This morphed into a full-time job writing articles and managing web properties. I still managed to pass this exam on my first attempt by learning the formulae and, as in R01, learning the facts by rote. The format is two case studies of families that need financial planning. I felt I was on the final straight. 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.

As financial planners we have to know our stuff.

The first 5 R0 exams are computer based, selecting answers on a screen with your mouse. Some Trainee financial planning candidates may be searching for any opportunity to see if the industry is for them. This made me want to pursue financial qualifications to one day be capable of giving financial advice to a broader and more diverse base than me!

My journey took a little longer, passing R01 in summerand sitting and passing the final exam R06 in Apriljust a couple of months shy of the 2 year mark.

The exam tests the practical application of technical knowledge and planning skills already gained. At first glance the textbook is intimidating, as it has quite a few formulae and mathematical concepts to get your head around. It was all new information and I simply concentrated on recall of legislation and facts.

  MARY SEACOLE HOMEWORK

The winner will receive: I was new to financial services when I began reading the text book, and treated the exam as a big quiz. R04 — Pensions and retirement planning Another 10 credit module, this exam tests knowledge and understanding of and ability to analyse pension and retirement planning issues. R04 — Pensions and retirement planning Another 10 credit module, this exam tests knowledge and understanding of and ability to analyse pension and retirement planning issues.

r06 case study october 2014

R03 — Personal taxation This module is deceptively difficult. I was worried about leaving it too long and forgetting all the facts I had built up in my short-term csae. The adviser needs to be able to be comfortable speaking with the client face to face. I love hearing from others on this path so do get in touch by emailing Adam AT Piplica.

After becoming passionate about investing and the empowerment that comes with laying down a financial plan, he was inspired to set up his own internet publishing and freelance caze business, writing finance articles.

When I first heard about the Diploma I was told it could be achieved in as quick as 9 months. I left the exam with a smile on my face which is always a good sign, and I was thankful for the pass which concluded my journey to Diploma level. This morphed into a full-time job writing articles and managing web properties.

This time last year I had a clear vision of the job I was looking for: The CII recommends the modules are done in order because they build on one another.

Did you ever find a good exam analysis? Unsurprisingly, the book is almost as long as R02, despite being worth only half the credits, and also includes formulae and calculations. Haven’t seen how good they are but i used them for R04 and that was pretty good.

  USIM PHD THESIS

AF5 — The Big Tent

At first glance the textbook is intimidating, as it has quite a few formulae and mathematical concepts to get your head around. In fact, a reader of this site managed to do the full diploma in 6 months.

If your employer wants you to do exams and are funding them, be grateful! I was writing from the very first moment to the last second. 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.

The exam is similar to R02 in that you will be using your calculator frequently.

r06 case study october 2014

At night I began learning about investing and began growing my own portfolio. Perhaps others will find this list helpful who are also on this path.

News & Views

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 ocfober suitable.

On a technical level, the training and CPD is the same in my experience although a paraplanner does not formally have to record their CPD from a regulatory perspective. Click the image to View and Download.

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