R06 CASE STUDY APRIL 2014

In fact, a reader of this site managed to do the full diploma in 6 months. New online Multimedia Course for J11 Wrap and platform services 2. Another 10 credit module, this exam tests knowledge and understanding of and ability to analyse pension and retirement planning issues. What makes it easier is there are no multi-response questions, unlike modules RR04, which each have a difficult set of multi-response questions towards the end. For this reason many financial planning firms expect their paraplanners to be qualified to the same minimum standards as advisers. 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. I love hearing from others on this path so do get in touch by emailing Adam AT Piplica.

Tax free interest – the Personal Savings Allowance more I was new to financial services when I began reading the text book, and treated the exam as a big quiz. I hope you have had a good , and if not, that is set to be a better year. To be honest both John and Catriona produce really good material. 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: Expected solutions for R06 and AF5 more Students will select the module or modules that best fit their requirements and budget.

r06 case study april 2014

R03 — Personal taxation This module is deceptively difficult. I felt I was on the final straight. It was all new information and I simply concentrated on recall of legislation and facts.

Their community has grown because advisers and paraplanners see the benefits it adds and believe that their voice is being heard. It is a case-study exam, meaning you are given 2 case studies two weeks before the examination. New mobile friendly website 2.

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| Diploma in Regulated Financial Planning Achieved

I am also on the investment committee which meets quarterly and as a paraplanner I play a role in the research process, determining which funds meet our criteria to be considered in our model portfolios. Panacea in xtudy press. Want to connect with us? Advisers are the ones that sign off on the advice and have the relationship with the client.

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.

The rates are calculated based on the number of candidates who passed during the year divided by the number who sat the exam. News on R06 and customer survey Nov 24, Caase update covers: Ask yourselfwhat are you bringing to the position? Sign In or Register to comment.

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This module is to develop knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics. Included are 46 short articles spread over 8 areas of the financial services industry under these categories: I used Verridian analysis for R06 a couple of years back and was very impressed, has anyone used it for AF5? Expected solutions for R06 and AF5 3. For more information you can view my new biography here.

I have written an stjdy for Professional Paraplanner Magazine with more of my thoughts about my journey that you can read here:. 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. R03 — Personal taxation This module is deceptively difficult.

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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. So I can only see paraplanning csae. Thank you, I went with the Brand one in the end – think it’s available on Friday.

Adam is a 28 year old professional… formerly working in market research with entrepreneurial experience running his own web publishing business. Adam wishes to embark on a financial planning career after being inspired by his own investing journey… which started after graduating from university.

R06, in contrast is a 3 hour written exam. It was all new information and I simply concentrated on recall of legislation and facts.

Tax free interest apri, the Personal Savings Allowance more The main difference between a paraplanner and an adviser is an adviser is a regulated position.

r06 case study april 2014

The attack on the landlord more Legal notices Media centre Become a partner Hot topics Site map. New study video – scheduling made easy 2. R05 — Protection I felt I was on the final straight.

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