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Adv Dip Financial Planning

Discussion in 'Financial Planning Study Group' started by BK99, 2nd Feb, 2015.

  1. BK99

    BK99 New Member

    Joined:
    2nd Feb, 2015
    Posts:
    1
    Location:
    Newcastle, NSW
    I'm just about to start this. Has anyone else done it recently or currently working on it?
     
  2. Christianrenel

    Christianrenel Active Member

    Joined:
    13th Jan, 2015
    Posts:
    31
    Location:
    Sydney
    Adv. Dip

    Hi,

    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.


    Kind Regards


    Christianrenel
     
    Last edited by a moderator: 1st Sep, 2015
  3. Overit

    Overit Member

    Joined:
    16th Apr, 2015
    Posts:
    5
    Location:
    Regional, Victoria
    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.
     
    Last edited by a moderator: 1st Sep, 2015
  4. Christianrenel

    Christianrenel Active Member

    Joined:
    13th Jan, 2015
    Posts:
    31
    Location:
    Sydney
    Adv. Dip

    Hi all,

    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.

    Kind Regards

    Christian Renel
     
    Last edited by a moderator: 1st Sep, 2015
  5. kiwimac

    kiwimac Member

    Joined:
    22nd May, 2012
    Posts:
    5
    Location:
    Narangba, QLD
    Happy to also work with someone on this. I have emailed you :)
     
  6. Shiona

    Shiona New Member

    Joined:
    12th Sep, 2015
    Posts:
    2
    Location:
    Townsville
    Advanced diploma client engagement

    Hi
    I am struggling with client engagement strategies specifically topic 7 and the cost benefit analysis...any help appreciated
     
  7. JoshRyan

    JoshRyan Member

    Joined:
    16th Apr, 2014
    Posts:
    7
    Location:
    Melbourne, VIC
    Haven't started my ADFP yet, but been thinking about doing it. Will probably go through the same place I did my DFP.
     
  8. Spider

    Spider New Member

    Joined:
    27th Oct, 2011
    Posts:
    2
    Location:
    Brisbane
    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 :confused:
     
  9. Spider

    Spider New Member

    Joined:
    27th Oct, 2011
    Posts:
    2
    Location:
    Brisbane
    Help! I'm drowning!

    Hi Kiwimac,
    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 :confused:
     
  10. Shiona

    Shiona New Member

    Joined:
    12th Sep, 2015
    Posts:
    2
    Location:
    Townsville
    Hi Christian
    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
    Cheers Shiona
     
    Last edited by a moderator: 1st Nov, 2016
  11. Buttercup

    Buttercup Member

    Joined:
    10th Apr, 2016
    Posts:
    6
    Location:
    SA
    I'd be grateful for any help with ADFP7 if anyone is able to send me through any notes?
     
  12. AssignmentADFP7

    AssignmentADFP7 New Member

    Joined:
    28th Jun, 2016
    Posts:
    2
    Location:
    QLD
    ADFP7

    Buttercup, did you get any help with ADFP7? I am 80% complete but struggling on activity 7
     
  13. Buttercup

    Buttercup Member

    Joined:
    10th Apr, 2016
    Posts:
    6
    Location:
    SA
    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.