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R06 Exam and Study Techniques

R06 Exam and Study Techniques

Preparing for the CII R06 Exam With the next CII R06 Financial Planning Practice exam approaching closer, and with it being the final unit needed to complete the CII Diploma in Regulated Financial Planning, we’ve gathered some useful exam techniques to give you...
R04 Exam guide and useful information

R04 Exam guide and useful information

About the R04 Exam The R04 (Pensions and Retirement Planning) exam forms part of the Diploma in Regulated Financial Planning and upon successful completion will give you 10 credits at diploma level. The exam itself is a one-hour computer based multiple choice exam...
R01 Exam guide and useful information

R01 Exam guide and useful information

About the R01 Exam The R01 (Financial Services – Regulation and Ethics) exam forms part of the Diploma in Regulated Financial Planning and upon successful completion will give you 20 credits at diploma level. The exam itself is a two-hour computer based multiple...
What ‘why?’ tells us about clients

What ‘why?’ tells us about clients

There is more to asking the question why? of a client, we have also to understand the potential impact of that word on them, says Jon Dodson, Redmill Advance.   As a financial advice community, the true value that we bring to clients is the peace of mind that...
The universal truths of cashflow modelling

The universal truths of cashflow modelling

There are universal ways cashflow modelling is used by financial planning firms, observes Jon Dodson of Redmill Advance. In a few short years, we’ve moved to a point where Cash Flow Modelling (CFM) is a staple in many financial planners’ toolkit. It’s truly amazing...
How advisers can get investment recommendations right

How advisers can get investment recommendations right

‘No one wants to pay more than they have to for a given product’ I was recently reading an excellent article by a good friend of my mine about cost versus value, writes Jon Dodson, technical and propositions manager at Redmill Advance. The article captured succinctly...