R06 CASE STUDY OCTOBER 2014

I managed to pass the exam with just reading the book, no revision aids or extra study. Today was the January sitting of the R06 Financial Planning exam. As I was self-employed at the time, my studying impacted on the amount of time I could commit to earning money, and the exams and learning resources were also expensive. The first 5 R0 exams are computer based, selecting answers on a screen with your mouse. The CII recommends the modules are done in order because they build on one another. I missed it, but only just.

It was all new information and I simply concentrated on recall of legislation and facts. When I first heard about the Diploma I was told it could be achieved in as quick as 9 months. To be honest both John and Catriona produce really good material. The first 5 R0 exams are computer based, selecting answers on a screen with your mouse. I wouldn’t bother with past papers further back. 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. Allow at least 2 months of evenings to study.

I ordered the R04 textbook whilst still stuck on R03 to maintain momentum. Yes, I would recommend paraplanning to others octoer newcomers should know: As a paraplanner who aspires to become an adviser in time, I cannot ignore developing these soft skills but they are not required to the same extent as I paraplan at my desk each day.

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I used Brand Financial Training and was very happy with the output. The October sample looks like it might be produced in conjunction with Brand FT but I’m not sure if that is standard.

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r06 case study october 2014

We provide you with a list of the questions that we feel could be asked together with a detailed solution. R06, in contrast is a 3 hour written exam. R06 — Financial Planning The first 5 R0 exams are computer based, selecting answers on a screen with your mouse. Ask yourselfwhat are you bringing to the position?

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. This time last year I had a clear vision of the job I was looking for: R06 Expected Solution and Paraplanner of the year.

r06 case study october 2014

So a lot to cover. 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. However being only a few months into my new role in a financial planning firm, my employer felt it would best to continue getting settled into the business and pick up more real-world financial planning knowledge that would help achieve a more convincing R06 pass in the next sitting.

I 0r6 to pass the exam with just reading the book, no revision aids or extra study. The format is two case studies of families that need financial planning.

I have written an article for Professional Paraplanner Magazine with more of my thoughts about my journey that you can read here: Thankfully in R05 there is only cqse correct answer for each question and this made sudy exam seem like a breeze. There is a movement towards developing a paraplanning standard to help with this.

Do you need to do other AF papers to take AF5? 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. Forgot your password Register.

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Allow at least 2 months of evenings to study. Thanks for visiting here. When Cawe first heard about the Diploma I was told it could be achieved in as quick as 9 months. I was more nervous about my writing hand giving out than the actual exam content!

My key for AF5 was to spend a good two or three hours looking in detail at the clients and what their needs were.

AF5 — The Big Tent

He is clear on his career goals. If your employer wants you to do exams and are funding them, be grateful!

Click the image to View and Download. As with all the exams, revision should still be treated seriously.

I was worried about leaving it too long studdy forgetting all the facts I had built up in my short-term memory. Haven’t seen how good they are but i used them for R04 and that was pretty good.

r06 case study october 2014

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. R06, in contrast is a 3 hour written exam. 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.