R06 CASE STUDY OCTOBER 2014

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. An understanding of how trusts are treated is another hot topic that came up time and again. I gave myself a month off in July, and then revised in August and September before feeling ready to give the exam a go. To enter you need to register by 4 July. I was worried about leaving it too long and forgetting all the facts I had built up in my short-term memory.

R05 — Protection I felt I was on the final straight. Adam wishes to embark on a financial planning career after being inspired by his own investing journey… which started after graduating from university. I love hearing from others on this path so do get in touch by emailing Adam AT Piplica. In my role at Pen-Life I perform tax calculations and assess where requested withdrawals should come from taking into account tax and other financial planning decisions. There are 34 pages of expert analysis for case study 1 and also 31 pages for case study 2, as well as 15 pages of generic information on questions that may be asked.

I was new to financial services when I began reading the text book, and treated the exam as a big quiz. It is a case-study exam, meaning you are given 2 case studies two weeks before the examination.

The exam is similar to R02 in that you will be using your calculator frequently. Candidates get the case studies two weeks before the exam so you can prepare.

I still managed to pass this exam on ocyober first attempt by learning the formulae and, as in R01, learning the facts by rote. April soon came around and I felt ready, having learnt that exam technique is important as well as knowledge to get the all important pass.

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News & Views

stury I was more nervous about my writing hand giving out than the actual exam content! After obtaining a degree in history and politics I got a job in quantitative market research — writing questionnaires and analysing data, looking for insights and stories amongst the tens of thousands of data-points.

r06 case study october 2014

The most frequently asked questions were about how to enter the profession, and the exams csse to qualify. Allow at least 2 months of evenings ccase study. They need to probe well for relevant details and get to the heart of what the client wants to achieve.

To be honest both John and Catriona produce really good material. In my case I was reading, learning, and revising this content for 6 months, and paid for tutoring when I needed specific answers.

I have written an article for Professional Paraplanner Magazine with more of my thoughts about my journey that you can read here:. I used Verridian analysis for R06 a couple of years back and was very impressed, has anyone used it for AF5?

He is clear on his career goals.

At first glance the textbook is intimidating, as it has quite a few formulae and mathematical concepts to get your head around. Give yourself a little more time to prepare compared with R R05 — Protection I felt I was on the final straight.

R03 — Personal taxation This module is deceptively difficult. Another 10 credit module, this exam tests knowledge and understanding of and ability to analyse pension sstudy retirement planning issues. At first glance the textbook is intimidating, as it has quite a few formulae and mathematical concepts to get your head around. He has drive and ambition. R05 — Protection I felt I was on the final straight.

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r06 case study october 2014

Unsurprisingly, the book is cass as long as R02, despite being worth only half the credits, and also includes formulae and calculations. Thankfully in R05 there is only one correct answer for each question and this made the exam seem like a breeze.

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. Advisers are the ones that sign off on the advice and have the relationship with the client. My plan was to get the exams done within a year. Also does anyone know anywhere that past papers before are available?

r06 case study october 2014

Is the studying hard? This module is to develop knowledge and understanding of investment products and the application of the investment advice process.

AF5 — The Big Tent

R006 was new to financial services when I began reading the text book, and treated the exam as a big quiz. 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 felt I was ready to sit the exam in October which would have reduced the time to reaching Diploma level to under a year and a half.

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