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Some pointers for IFS DipFA Exam (date 17/01/13)
IFS DipFA Exam (date 17/01/13) Some pointers… The Fact Find presents us with a scenario for a Mr & Mrs Barlow. As usual, the IFS Exam Fact Find details a client scenario most practising advisers...
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Some pointers for IFS DipFA Exam (14/02/13)
IFS DipFA Exam (date 14/02/13) Some pointers… The Fact Find presents us with a scenario for a Mr Teague. As usual, the IFS Exam Fact Find details a client scenario that stretches the imagination…the...
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Some pointers for IFS DipFA Exam (07/03/13)
IFS DipFA Exam (date 07/03/13) Some pointers… The Fact Find presents us with a scenario for a Mr and Mrs Franey. In my opinion the scenario in this exam is not a million miles removed from any number...
View ArticleIFS DipFA Exam (date 16/0513)
IFS DipFA Exam (date 16/0513) Some pointers… The Fact Find presents us with a scenario for a Mr & Mrs Atkinson. The scenario presented provides a number of challenges for students across a diverse...
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IFS DipFA Fact Find exam date 10/04/14
IFS DipFA Fact Find exam date 10/04/14 Some pointers… The Exam due for the April provides a relatively straight forward financial planning scenario, based as it is on a single fictional client,...
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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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Which Financial Advisor Diploma should you study?
A Summary of the IFS and CII Financial Advisor Diploma Courses This blog summarises the basic elements of both the IFS and CII Diploma courses. It should be noted that neither is “better” or more...
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IFS DipFA Fact Find Exam April 2015 – Possibly the most challenging one yet!
So, here we are, the Fact Find for the April exam has been released. There are some intriguing aspects to these hypothetical clients’ situations. There is a complex arrangement of the client’s...
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IFS DipFA Fact Find Exam July 2015
The Fact Find for the next IFS Factfind exam has just been released, and there is a lot to get your teeth into! What is covered? The fact find covers a wide variety of topics, such as; Trust Planning...
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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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