This is the sixth and final examination in the Diploma in Financial Planning qualification marketed by the Chartered Insurance Institute. It seeks to test the knowledge gained in the previous five subjects by case study assessment. It seeks to test application in an holistic way.
The examination is designed to last for two hours and is comprised of two case studies. These case studies seek to test your fact finding skills by assessing missing information and testing your knowledge of the four key financial planning areas; protection, investment, retirement and house purchase. The five learning outcomes examined are:
- The obtaining of client information and understand a client’s needs, wants and risk tolerance
- The synthesis of a range of client information, subjective factors and indicators to form the platform for a robust financial plan
- An analysis of a client’s situation stating the advantages and disadvantages of any recommendation
- The formulation of a robust financial plan which has a rationale and can be reasoned
- The implementation and review of a client’s financial plan
The content of this section of the website consists of case studies along with model answers.
The fee for support for R06 is £100 plus VAT and of course, as you would expect from New Dawn, we offer e mail support all the way throughout your studies.
