It’s been quite a while!
Yes. It’s been a while since our last blog. This always happens at this time of the year. The new academic year means new syllabuses. New courses added to the portfolio. New material to be written. New...
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Some pointers for IFS DipFA Factfind Exam 10/10/13
by Paul Davis IFS DipFA Exam (date 10/10/13) Some pointers… The Fact Find presents us with a fictional scenario for a Mr and Mrs Clark. In my opinion the scenario and advice requirements in this exam...
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IFS DipFA Fact Find exam date 03/07/14
Some pointers… The Exam due for the July sitting provides a fairly complex financial planning scenario, based on the needs of a fictional Mr and Mrs Osbourne Many of the issues present in the exam are...
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IFS DipFA Fact Find exam 7th July 2016
The Fact Find for the next exam has just been released, and there is plenty to get your teeth into! What is covered? The fact find covers a wide variety of topics, such as; Inheritance Tax Planning...
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DipFA Factfind Exam Tips: How can I analyse protection needs of a family?
The DipFA factfind exam set for Jan 12th 2017 is fast approaching. Our lead tutor Betul Cuninghame explores some concepts worth considering here: When recommending protection policies, always imagine...
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