Discussion in 'Financial Planning Study Group' started by BK99, 2nd Feb, 2015.
I'm just about to start this. Has anyone else done it recently or currently working on it?
I have recently started the Adv Dip Financial Planning, with Kaplan. I have already done the Taxation Module. I found this module simple, but I have study alot of tax previous.
I will be doing the estate planning module next, starting in later Feburary.
DFP8 - Kaplan
Hi have any of you started the Advanced Financial Planning subject? I am quote overwhelmed by the detail of the information we need to have in this assignment.
If anyone can help me or work together please email me.
I have recently started the 7th subject Client Engagement Strategies, for the advanced diploma.
If we could form a study group, this would be very helpful.
Happy to also work with someone on this. I have emailed you
Advanced diploma client engagement
I am struggling with client engagement strategies specifically topic 7 and the cost benefit analysis...any help appreciated
Haven't started my ADFP yet, but been thinking about doing it. Will probably go through the same place I did my DFP.
Client Engagement Strategies DFP7
Has anyone done the assignment for this, I am just wanting to make sure I am heading in the right direction with this. Any help would be appreciated
Help! I'm drowning!
Hope you managed to complete and pass this assignment ok, hoping you might be able to give me a hand? Not sure I am heading in the right direction and feeling a little overwhelmed by the whole thing
I have just started DFP 8 and OMG, how did you go, it looks nasty.
If possible I would love some information on how you went with strategy, the SOA looks like it will be over 100 pages long with everything I have to cover. I'm just doing the tax figures while I try to get my head around strategy
not sure if you check invested once you've finshed study
I'd be grateful for any help with ADFP7 if anyone is able to send me through any notes?
Buttercup, did you get any help with ADFP7? I am 80% complete but struggling on activity 7
Hi! Is anyone doing (or has done) Robert and Kaye Wilson? I'm looking at it and am feeling completely overwhelmed by the 50 odd pages BEFORE we even start entering any information. I'd love someone to chat to about it!
AssignmentADFP7- I've responded to your PM.
Separate names with a comma.