R06 CASE STUDY APRIL 2014

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R03 — Personal taxation This module is deceptively difficult. Make studying more effective presentation more This module is to develop knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics. Advisers are the ones that sign off on the advice and have the relationship with the client. Adam wishes to embark on a financial planning career after being inspired by his own investing journey… which started after graduating from university.

Video Killed the Radio Star 2. I have written an article for Professional Paraplanner Magazine with more of my thoughts about my journey that you can read here: 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 got me over the line. It was all new information and I simply concentrated on recall of legislation and facts. I gave myself a month off in July, and then revised in August and September before feeling ready to give the exam a go. News on R06 and customer survey Nov 24, This update covers:

Information on training and CPD 3.

r06 case study april 2014

Today was the January sitting of the R06 Financial Planning exam. At first glance the textbook is intimidating, as it has quite a few formulae and mathematical concepts to get your head around. The expected solutions for the AF5 and R06 April exams are now available 2.

r06 case study april 2014

It was all new information and I simply concentrated on recall of legislation and facts. Candidates get the case studies two weeks before the exam so you can prepare. This module is to develop knowledge and understanding of investment products and the application of the investment advice process.

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In my case Qpril needed to prepare more. I found some information here and there, mostly on internet forums but as an outsider to financial services it was very confusing.

R06 Expected Solution now available for the July exam The Expected Solution is now available for immediate download. Is the studying hard?

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In my case I needed to prepare more. I was new to financial services when I began reading the text book, and treated the exam as a big quiz. After passing R04 in the summer ofand an entry-level role in a financial planning business, my new employer wanted me to concentrate on settling into my new role rather than exams.

R06 — Financial Planning The first 5 R0 exams are computer aprio, selecting answers on a screen with your mouse. You can never stop learning — legislation around tax is atudy changing, and every client is different and has different products and different goals. 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.

Mar 18, This update covers: That target date was then moved on to my birthday at the end of May. Working to get this exam passed tested my resolve but also made me more sure than ever that this path was what I wanted, and I got there in the end.

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A new package that covers all the regulated Diploma material 2. Your revision timetable 3. Want to connect with us?

AF5 — The Big Tent

The expected solutions for the AF5 and R06 October exams are now available 2. BrightTalk – Financial Advisers. When I first heard about the Diploma I was told it could be achieved in as quick as 9 months.

As a paraplanner I am mostly behind the scenes doing the technical work of financial planning. Complaints procedures online course 3.

I’m planning on taking AF7 and probably AF8 but then I will only need 30 more advanced diploma credits plus a fair few more other credits! In my experience, Inheritance Tax was featured a lot in the questions, especially how domicile-status can affect it.

| Diploma in Regulated Financial Planning Achieved

A paraplanner provides technical research and support to advisers. However on a non-technical level, there are important differences. I hope you have had a goodand if not, that is set to be a better year.

This dase is to develop knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics. I still managed to pass this exam on my first attempt by learning the formulae and, as in R01, learning the facts by rote.