Join our investing community

No. pgs on Investment Planning assignment

Discussion in 'Financial Planning Study Group' started by plan, 11th Jan, 2010.

  1. plan

    plan Active Member

    Joined:
    4th Nov, 2009
    Posts:
    34
    Location:
    nsw
    Hi

    For those who have got back their assignment - did you complete the whole assignment (short answer questions and case study) within 12 pages?
    And how did you structure the investment plan - something like the SOA or just simply answer questions 1-7?

    Thanks!!!
     
  2. Sophi

    Sophi Member

    Joined:
    12th Jan, 2010
    Posts:
    21
    Location:
    Brisbane
    hi,
    I was over by 2 pages, but mainly coz I had a couple of tables and pie charts, the part 1 was 5 pages and the case study was 9 pages. I did the case study as an Investment Plan, it actually looked like a real SOA, I had a letter at the front, the the plan and at the end the "fee table and the authority to proceed pages". I just got it back and I passed. how dod you go?
     
  3. plan

    plan Active Member

    Joined:
    4th Nov, 2009
    Posts:
    34
    Location:
    nsw
    yeah I passed as well