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Insurance - Stephan & Marie Dalgar

Discussion in 'Financial Planning Study Group' started by Kat, 31st Dec, 2015.

  1. Kat

    Kat New Member

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    Hi

    Is anyone working on this case study that would like to trade notes??

    Thanks
    Kathy
     
  2. Michael67

    Michael67 New Member

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    Hi Kathy,
    i'm currently doing this subject, just finished reading topic 3, will try starting some of the assignment over the next week, happy to share, where are you up to?
    regards
    Michael
     
  3. Kat

    Kat New Member

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    Sounds great. I have attempted majority of the assignment but would like to bounce some points off someone. Not working in the industry makes it a bit hard!!


     
  4. Sunset22

    Sunset22 New Member

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    Day Kathy and Michael,

    I have start started this - so not much help but any help on this would be greatly appreciated - also not working in the industry.

    Cheers Mat
     
  5. Kat

    Kat New Member

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    Hi Sunset22

    Sorry I haven't gone much further with the assignment. I am doubting everything I have done and with no knowledge of the industry have no idea what I am doing. The lecturers haven't been that helpful so I am stumped!! About to re read the unit notes to see if I missed any pointers the first time around but trawling through google to try and find products to fit without knowing what I should really be looking for doesn't seem to be a very good way to me!

     
  6. Sunset22

    Sunset22 New Member

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    Hang in there Kathy!

    When you think your on the right track something comes out of the blue and then you start to doubt yourself - I hear ya!

    I've just started today sorry not much help
     
  7. Kat

    Kat New Member

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    I havent given up just yet!! Although if work didn't pay for it maybe I would have ;) I have another 4 weeks to get it finished so fingers crossed I find a miracle :D

    Good luck with it.

     
  8. Sunset22

    Sunset22 New Member

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    Hi Kat,

    Just seeing how your going with it?

    Wanted to see if you got a negative in the Income needs in the CIMER?

    Cheers

    Mat
     
  9. maggiec01

    maggiec01 New Member

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    DFP2 Help - Assignment

    Hi Michael,

    My name is Maggie. Im hoping your offer to Kat might still be open for me. I am getting a little bit lost with my SOA! Im not even confident my fact find is correct. I think I am under insuring the clients!

    Are you able to help me at all? I promise not to copy anything I just need to set myself on the right track.

    I would really appreciate any help!!

    Maggie

     
  10. jules62

    jules62 New Member

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    Hi,
    I have finished this topic, am happy to help anyone if needed
    Cheers
    Julie
     
    Carly Robertson likes this.
  11. Carly Robertson

    Carly Robertson New Member

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    Hi Julie, can I please email you in relation to the CIMER table for Marie and Stephan Dalgar I am really struggling with this part :(
     
  12. jules62

    jules62 New Member

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    Goulburn NSW