The programmes are designed to augment the learning available through our face to face workshops. E-learning comes as standard with all our training packages Book now. As well as studying the syllabus, we recommend that you familiarise yourself with the techniques associated with creating a comprehensive financial plan by consulting the following books: SDB Training — Easy Steps Guides.
From where do our attitudes about money come — how do they influence our lives? How can we approach financial planning with honesty and without fear? The Life Assurance and Pensions Handbook - Taxbriefs This is the market leading guide for Advisers, updating legal and regulatory changes and acting as comprehensive aide memoir for advisers.
Taxbriefs The most complete tax planning guide designed for advisers, covering not only personal tax issues but also the taxation of business. We also recommend that you familiarise yourself with the various technical data and techniques associated with creating a comprehensive financial plan by consulting the following websites:. Candidates are supplied with a case study which outlines client circumstances. Candidates will be provided with a case study where the client s to be advised are either retired or pre-retired.
A confidential questionnaire is also supplied with the case study which provides further information. Candidates should prepare a financial plan for the clients on the basis of the information provided in the case study, which will be assessed against the assessment standards. It is important that all candidates spend sufficient time studying the assessment standards in detail before they begin the process of creating the financial plan.
This will help candidates to understand what is required of them in writing and submitting their plan. Once you have completed your financial plan it will be assessed against the CFP TM Assessment standards by two assessors. This process will take eight weeks. They will either pass the plan or provide feedback on which parts of the plan need to be clarified or improved.
If a candidate opted for the Home Study route, they should expect feedback after eight weeks of submission of their financial plan. If the result is a pass, candidates may be provided with helpful guidance to improve further the standard of their financial plans. If the financial plan does not meet the required standards, written feedback will be provided which will include:. You have a total of three chances to pass the case study assessment. The first submission counts as one entry.
A response to the feedback is your second attempt and you have one further attempt after this. Performance and Analytics. ON OFF. We use cookies to understand how customers use our services so we can make improvements. We use cookies to serve you certain types of ads, including ads relevant to your interests on Book Depository and to work with approved third parties in the process of delivering ad content, including ads relevant to your interests, to measure the effectiveness of their ads, and to perform services on behalf of Book Depository.
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