R06 – Financial Planning Practice - Financial Training Training Courses

R06 – Financial Planning Practice

Duration: 1 day

This is a 1 day intensive exam preparation workshop, covering revision of the syllabus areas listed below along with exam technique and practice questions.

Establish the adviser/client relationship
Establish clients aims, objectives and risk profile
Conduct a fact-find
Analyze client data
Formulate the financial plan and make recommendations
Monitor client circumstances

Course Objectives

The revision workshop is designed to build on the study manual to provide additional support, exam techniques and a greater understanding to help you pass your exam first time. We achieve this through group and individual activities, tax calculations, multi-choice questions, short answer questions and mock exams. All activities on the workshop are debriefed by the trainer to aid learning. Our aim is that everything we the vast majority of the syllabus during workshop will enhance your understanding and place you in a greater position to take your exam.

Course Agenda

On the one-day course itself we will ‘strip apart’ the case studies and, using the extensive knowledge of our experienced training team, we will show you how we feel you are likely to be tested and provide you with practical suggestions on how to tackle the likely questions you will face.

We will include specific revision sessions on those areas likely to be tested in the exam paper. You will receive access to the full suite of documents which will include likely question areas along with model answers and cross referencing to the manual as needed.

Course Program

A variety of exercises are incorporated into the workshop to ensure the key syllabus areas are covered.

Questions

Questions asked in different ways to help remember key and important information from the module. Exam based scenarios are undertaken to practice how to deal with these questions in preparation for the exam and enhance learning and understanding of the study material.

Mock Exams

Full access to mock exams will be given.

Trainer Support

Throughout every activity on the workshop the trainer will be on hand to provide support, deal with questions and ensure each activity is debriefed, not moving on until all individuals understand the area being discussed.