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Anyone else doing Kaplan FFP SN1001?

 
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Old 12-06-2011, 12:29 PM   #11
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Originally Posted by Samanthak View Post
Hey,

Ive just started mine not long ago and im 100% interested in a buddy system.
Hey mate,

I am frm Adelaide as well. Have u taken up the exam?
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Old 15-06-2011, 05:21 PM   #12
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Hi guys,

I'm interested in joining the buddy system and I have emailed Karen my details. Hopefully she can get back to me soon and we can start bouncing off ideas

Have a great day people!
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Old 26-06-2011, 12:54 PM   #13
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I'm pretty interested in bouncing ideas off too. I'm about 1/3 through the assignment.


If anyone wants to talk about the exam through MSN feel free to add me on simon.tuong@hotmail.com. Otherwise just feel free to shoot me an e-mail.


Anyone done the implementation schedule question? I want to compare what I've done.
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Old 27-07-2011, 06:39 PM   #14
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Originally Posted by kp123 View Post
Hey mate,

I am frm Adelaide as well. Have u taken up the exam?
Hi, I'm in Adelaide too... my email is re_coca@yahoo.com.au , I've started the course 2 weeks ago , and any help would be more then wellcome!!!
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Old 30-07-2011, 09:18 PM   #15
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Hello all.

My name is Dylan - just signed up for first module a few weeks ago. Planning to submitt the assignment tomorrow arvo. Was a real big pain because it's so 'back to books' its so far away from what really happens. I'm a paraplanner and got the next 12 months to finish all modules + gearing & then become an Authorized Rep for my dealer group. Been paraplanning for 7 months now straight out of uni.

Not up for sharing emails but will be around this forum alot and happy to help anyone and bounce ideas, etc.

PM or discussion of forums - I'll do my best to contribute.

And yes, Kaplan are very unhelpful.
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Old 25-08-2011, 02:12 AM   #16
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Foundations of Financial Planning SN1001

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Originally Posted by K_veg View Post
If anyone else is out their doing Kaplan Foundations of Financial Planning (SN1001, updated Mar-11)? I'm working on the assignment (Peter and Susan and Attain Financial Planning), and wouldn't mind bouncing some ideas off people!
Hi there
wish I'd seen this site a while ago, due to hand in assign shortly, the SOA has taken me ages, have found the questions much easier to answer. I believe we have to use same headings as in the Case study SOA just not sure if we are allowed to use same wording and input our own figures and scenario? Have found studying this way a little frustrating, so think buddy system is a good idea. FFP is only the 1st subject but seems to entail considerable work for an introductory subject, I suppose understandable due to all the legislative changes being introduced in the industry.
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Old 18-10-2011, 06:50 AM   #17
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Asset allocation - Susan & Peter

How do you work out the asset allocation weightings ??
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Old 19-10-2011, 09:37 PM   #18
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Originally Posted by DFP FFP View Post
How do you work out the asset allocation weightings ??
HI there, found this old post that might help answer your question:


Look at the different asset classes in the portfolio - property, shares, cash, whatever. Then total up the value of all the assets and work out what is the proportion of the total investment assets that's invested in each class, as a percentage? That's how you work out your asset allocation and I'm pretty sure that's how they've done it in the case study. The fact that they haven't taught this means that there can't be much weight put on it though - just give a percentage by value in each asset class and yo'll be fine.

The variances I think come from how much they've actually got allocated in each category compared to their ideal asset allocation, the notional asset allocation that is inferred form their risk profile.

In a real SOA you'd make your recommendations, look at the asset allocation that resulted and figure out from that whether or not your recommendations matched their risk profile - are they overweight in some categories/underweight in others? That's how you'd fine tune your recommendations to ensure that the risk/return of the whole portfolio is balanced to their risk profile.

Don't get too caught up in the mathematics - that's not really the point of the exercise. You do portfolio construction in IP1.
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Old 20-10-2011, 06:49 AM   #19
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Risk Needs

Hi Guys

Im plodding my way through the assignment & am about ready to hand it in but I'm stuck on a section in the fact find.

Does anyone know how to calc the risk needs of the client for the fact find?
It doesn't really give us much info on how to do it in the study notes

Any help would be appreciated
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Old 05-11-2011, 08:11 PM   #20
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Anyone else just started FFP AS1001??

Hi guys,

I've just received my Books and have been reading my way through the enormous amount of study pages over the weekend. I'm keen to hear from anyone that is studying the same subject at the moment so we can bounce ideas around for the SOA (Susan & Peter). It doesn't look too tricky, but seems very time consuming!! email me at tegancallahan@hotmail.com if you feel like starting a little email study group, or at least a sounding board for ideas.

Cheers,

Tegs
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