R06 CASE STUDY APRIL 2014

R06 expected solution and make studying more effective video Jun 26, This update covers: The exam is similar to R02 in that you will be using your calculator frequently. Suffice to say, the strategy worked and I had a steady stream of students to talk with. The financial and technical monthly update covering areas of interest to financial advisers over January is now available. News on R06 and customer survey Nov 24, This update covers: The October sample looks like it might be produced in conjunction with Brand FT but I’m not sure if that is standard. Having built web properties from nothing to domains with thousands of unique visitors a month within a few short years he understands the web and the still huge potential of running online properties for lead-generation and brand awareness, important in this industry.

Writing in quick bullet points is the only way to get as many marks as possible in this exam, which despite being 3 hours, is tight for time. The format is two case studies of families that need financial planning. Will you join me? R08 Pensions update assessments Oct 1, We have now added the following R08 assessment package module to our website. There are 31 pages of expert analysis for case study 1 and 34 pages for case study 2, as well as 14 pages of generic information on questions that may be asked. I was more nervous about my writing hand giving out than the actual exam content! Is the studying hard?

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This module is deceptively difficult. 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.

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. I was worried about leaving it too long and forgetting 204 the facts I had built up in my short-term memory.

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Increasingly I am building cashflow models too to demonstrate to a client how their various investment and pension pots will perform over time and how best to take income from various sources to maximise the various allowances available to them. I used Brand Financial Training and was very happy with the output. Study presentation – the importance of testing more The financial and technical monthly update covering areas of interest to financial advisers over January is now available.

Candidates get the case studies two weeks before the exam so you can prepare. Accredited CPD System offer more Education for advisers and Paraplanners – Wizard Learning: Failing an exam is disheartening and deciding when to go in for a resit is challenging. R06 — Financial Planning The first 5 R0 exams are computer based, selecting answers on a screen with your mouse. CII pass rates 4. 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 bought the basic analysis stuvy John at Expert Pensions was too late for the structured study plan. When I first heard about the Diploma I was told it could be achieved in as quick as 9 months.

The adviser needs to be able to be comfortable speaking with the client face to face. To follow zpril progress just put your name and email in the boxes below and join the Financial Planning Academy.

Will you join me? AF5 factfind is available on the CII website from today, so we’ll have to wait and see what the analysis guys make of it. R06, in contrast is a 3 hour written exam. 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 zpril.

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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. They need to probe well for relevant details and spril to the heart of what the client wants to achieve.

Learning and development for financial advisers and paraplanners – Wizard Learning: Did you ever find a good exam analysis? I had originally set a target of employment at a financial advising company of Easter Legal notices Media centre Become a partner Hot topics Site map. News incl July R06 solution Jun 27, This update covers: R06 Expected Solution now available for the January exam The Expected Solution is now available for immediate download.

r06 case study april 2014

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r06 case study april 2014

Failing an exam is disheartening and deciding when to go in for a resit is challenging. An understanding of how trusts are treated f06 another hot topic that came up time and again.

The consensus online says this is the hardest exam of the R0s but I found the subject matter interesting so perhaps my enthusiasm for the content made studying easier and 0r6 me over the line.