Anyone else doing Kaplan FFP SN1001?

Hi,

I started in June and I am about to do my exam next week. I did find the SOA (Peter and Susan) really tough but once you get used to repeating yourself so many times its starts to flow a bit better. Also just so you know once I had submitted my SOA I had another read over and realised I had made a few mistakes but still passed with great comments from Kaplan so dont be too worried.

Has anyone done the first exam? I'm a little nervous but I have done the practice exam and passed that so hopefully it will be ok!

Would love to have a study buddy for the next module! PM me if your interested

Hey Dylan
Im similar situation to you, trying to fast track. Done all workshops and passed all exams now slogging through assignments.

I realise you said your not up to sharing emails but might help as we are in the same boat. Email is attached if you think we can help each other.

Annealted_roofing@bigpond.com

I just passed the Downer SOA assignment, taking my exam soon. Would be interested in study-buddying the modules moving forward if anyone's where I am. Shoot me a PM.

Hi

I'm just working my way through the Downers assignment at the moment.

I had no problem with the course itself but seem to be coming unstuck with this assignment!

My biggest concern is with their risk profile or rather the lack of one. Without knowing how averse to risk they are how do you know that the recommendations are suitable? I would have thought Susan Downer was more averse to risk so a high growth managed fund seems a bit risky.

Would love to go over this assignment with anyone willing to help!

Is anyone who has finished the Peter/Susan assignment prepared to share your example? Am struggling to generage 4,800 words of text from 4 sides of client info!

Thanks
Simion

What help do you need, I have completed mine and passed. I'll see what i can do, PM me.

Hi, I am doing the Downers assignment also. I am up to the same section as you. It would be great of we could bounce some ideas.

I classified Susan as moderate and Peter as growth

I also need to discuss the Risk needs section of Fact Finder.

Cheers

I think it was pretty clear that the assignment details did not offer enough information to form a definitive risk profile for Peter and Susan. Obviously Peter was a little more aggressive/risk tolerant than Susan, but the questionnaire alone was not enough to build an entire risk profile. I basically wrote in my answers to some of the assignment questions that I would get a better picture of their risk tolerance in the meeting, and in the SOA, I had their risk profile vary based on the time horizon for each, individual investment.

Hi Nathan,

I am in the middle of completing the Downer assignment, am having trouble answering some of the questions, was wondering if you could possibly help me with a few ideas?

Thanks
Petrina

Hi all, i'm just finishing off the SOA for Susan and Peter have to say i'm finding it very mind boggling, doesn't help just moved over from NZ 5 months ago and don't have much knowledge on the australian government and how stuff works.

Does anyone else find that you tend to use a lot of the information in the case study? Or am I doing this wrong?