R06 - Financial Planning Practice

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R06 - Financial Planning Practice

Financial Planning Practice - R06

Please note that our R06 material has now been updated. The R06 download material for the 2012/13 syllabus (examined post 1st Sept) is now available by clicking on the "Buy Now" button below. CDs are no longer available.

On Download

Price: £40.00

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Size: 9 modules, approximately 4 1/2 hours of material
Download time: approx 6 minutes over high speed broadband
Please note: After purchase you will receive an email that includes the download link. If this doesn't appear in your inbox within a few minutes please check your spam folder.

The key areas of each module is shown below.


Module 1 (16 minutes) R06 and exam technique	Structure of the Diploma exam \| Exam preparation \| 6 golden rules for 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 ojectives \| six steps of the investment planning process \| risk and volatility \| standard deviations and sharpe ratios \| establishing a client’s risk profile: psychometric risk profiling and stochastic modelling

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 \| prioritising needs

Module 6 (19 minutes) Formulating the financial plan (stage 1)	Planning for surplus or deficit income \| debt planning \| protection planning \| risks 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

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