Discussion in 'Financial Planning Study Group' started by Kat, 31st Dec, 2015.
Is anyone working on this case study that would like to trade notes??
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?
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!!
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.
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!
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
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
Good luck with it.
Just seeing how your going with it?
Wanted to see if you got a negative in the Income needs in the CIMER?
DFP2 Help - Assignment
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!!
I have finished this topic, am happy to help anyone if needed
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
Can I take you up on the offer? I have completed the assignment and need to re submit some things. can you please help me?
I just started working on the assignment, happy to share ideas and opinions
Hi All tho have already finished this assessment.
I would really appreciate any help with the CIMER table for Marie and Stephan Dalgar I am really struggling with this part
Am happy to help, sorry for the late reply, have been on holidays
Hi, I've not posted here in along while - had a huge break between completing DFP1a & DFP1b & starting DFP2... I too am 'trying' to complete the CIMER table for Stephan & Marie Dalgar.
I think the way Kaplan write their courses & exams makes you constantly doubt yourself & what you believe is correct.
I am fortunate enough to be working in the industry doing the admin part of things - implementing advice, processing applications etc for one of the big banks. I hope to be getting a lot of assistance from the planners I work with - what I find out I will be happy to pass on!!
For what it's worth, even planners find the way Kaplan write their courses ridiculously & unnecessarily hard to read - so rest assured people, we are not alone in our confusion!
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