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J08

J07 Supervision in a regulated environment

This material is up to date and is suitable for April 2010 exam sittings and beyond.

Financial Planning Practice - J08


On CD
Price: £41.70 including post and packing + VAT, (£49 inc)
To buy this Audio Pack on CD online please click here

4 Disks
9 Modules
Total length of CDs approx 4 1/2 hours


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On Download J01
Price: £33.19 + VAT (£39 inc)
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Size: 9 modules
Download time: approx 30 seconds to 2 minutes for each module over high speed broadband

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- Click here to listen to a sample module

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The J08 Audio Programme.

The key areas of each module is shown below.

Disc 1  
Module 1 (16 minutes)
J08 and exam technique
Structure of the Diploma exam | exam preparation | 6 golden rules in the exam
Module 2 (25 minutes)
Establishing and maintaining the basis of the client relationship
The six ISO 22222 financial planning standards | adviser responsibilities | terms of business | the five principal remuneration methods | conflicts of interest | working with other professionals
Module 3 (28 minutes)
Establishing the client's aims, objectives and risk profile
Establishing the client's objectives | six steps of the investment planning process | risk and volatility | standard deviations and sharpe ratios | establishing the client's risk profile: psychometric risk profiling and stochastic modelling
Disc 2  
Module 4 (31 minutes)
Fact finding
Establishing the client's circumstances: personal details, income, expenditure, assets and existing policies | identifying inconsistencies
Module 5 (39 minutes)
Synthesising and analysing client data
Compounding and discounting | analysing and summarising client data, cash flow statements, net asset statements, risk assessment, income and CGT position, lifetime cash flow, investments, estate and IHT position | prioritising needs
Disc 3  
Module 6 (19 minutes)
Formulating the financial plan (stage 1)
Planning for surplus or deficit income | debt planning | protection planning | risk and limitations of each option
Module 7 (48 minutes)
Formulating the financial plan (stage 2)
Formulating plans: investments, education, pensions, estate and IHT planning | risks and limitations of each option
Disc 4  
Module 8 (30 minutes)
Formulating the financial plan (stage 3)
Planning issues: marriage, divorce, death, redundancy | long term sickness and care | function and format of the financial plan | monitoring and reviewing the client's objectives and plans
Module 9 (16 minutes)
Crammer module
The summaries from the previous modules

 

 

 

 
 

Ian Patterson - Patterson Sales Training


31 Clifton Drive, Lytham, Lancashire FY8 5QY
Tel & Fax: 01253 732298

Email: info@pstgroup.co.uk

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Advising Older Clients | The Mental Capacity Act | Pensions and Divorce | Pre-Owned Assets | Crammer Revision | Supervision in a Regulatory World
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