R06 CASE STUDY APRIL 2014

Panacea in the press. R06 — Financial Planning The first 5 R0 exams are computer based, selecting answers on a screen with your mouse. Another 10 credit module, this exam tests knowledge and understanding of and ability to analyse pension and retirement planning issues. Think about what additional information you might need to provide financial advice, and think back to all the different areas of financial planning topics from the previous exams. I was worried about leaving it too long and forgetting all the facts I had built up in my short-term memory. Included are 46 short articles spread over 8 areas of the financial services industry under these categories:

In fact, a reader of this site managed to do the full diploma in 6 months. When I set up this site two years ago, I really struggled to find information about how to enter financial advising as a profession. 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. CII pass rates and the common mistakes of studying Feb 13, In this news update we look at the recently published CII pass rates and our new animated presentation on the common mistakes of studying. Focus on business risk awareness more New mobile friendly website 2. Taking Continuous Professional Development seriously 3.

Know what is required for the AF exams more Accredited CPD System presentation 3. Legal notices Media centre Become a partner Hot topics Site map. As with all the exams, revision should still be treated seriously. I used Brand Financial Training and was very happy with the output. I managed to pass the exam with just reading the book, no revision aids or extra study.

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Panacea Adviser: empowering Financial Advisers, Paraplanners and Mortgage Brokers

If your employer wants you r60 do exams and are funding them, be grateful! It is a case-study exam, meaning you are given 2 case studies two weeks before the examination. The material above will pick out most of this and give you a good idea of what the questions are likely to focus on. After the full-on R02 and R03 experiences, this module seemed much easier, and the textbook was an interesting read, too. We can help people retire much earlier than they thought possible and we regularly save clients from losing thousands in tax charges they sutdy unaware of due to the intricacies of HMRC.

r06 case study april 2014

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. What exactly does a casf do and how does it differ from an adviser?

It was all new information and I simply concentrated on recall of legislation and facts. CII pass rates and the common mistakes of studying Studyy 13, In this news update we look at the recently published CII pass rates and our new animated presentation on the common mistakes of studying. Auto-enrolment review and workplace pension savers more Is the studying hard?

In fact, a reader of this site managed to do the full diploma in 6 months. Panacea Adviser is a unique and free resource that supports advisers, mortgage brokers and paraplanners in running their businesses more efficiently, facilitates contact with financial services product providers, investment firms and support services, plus helps improve their service to clients.

The exam is limited to 4 sittings a year but if I wanted to avoid travelling out of York where I live there are only 2 sittings a year: The first 5 R0 exams are computer based, selecting answers on a screen with your mouse.

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The exam tests the practical application of technical knowledge and planning skills already gained. Your revision timetable 3. I have written an article for Professional Paraplanner Magazine with more of my thoughts about my journey that you can read here:. New online Multimedia Course for J11 Wrap and platform services 2.

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Accredited CPD System offer more This picture shows the answer to the following question: You can view our full training directory here and the costs here. Expected solution packages for April exams for R06 and AF5 – start preparing now 4. I was new to financial services when Cxse began reading the text book, and treated the exam as a big quiz.

r06 case study april 2014

He is clear on his career goals. To follow his progress just put your name and email in the boxes below and join the Financial Planning Academy. Building gap analysis assessments into your study and revision 2. R05 — Protection I felt I was on the final straight. Give yourself a little more time to prepare compared with R Exam and qualification news 3.

I have written an article for Professional Paraplanner Magazine with more of my thoughts caze my journey that you can read here:

r06 case study april 2014