Trainer - Dean Scott One Day Course Agenda: Understand and apply appropriate exam technique when answering AF1 questions Calculate an income tax liability based on the information provided Apply your knowledge of income tax to a range of client scenarios Calculate a CGTliability based on the information provided Apply your knowledge of CGTto a range […]
Trainer - Darren Slater One Day Course Understand appropriate exam technique Apply ratios when evaluating direct investments Understand the impact of microeconomics on future investment returns Explain the features, risks and taxation of direct investments Explain the features, risks and taxation of indirect investments Explain different investment strategies inc. EMH, top-down, passive v active; Calculate, […]
Trainer - Lorraine Mousley One Day Course Apply appropriate exam techniquewhen answering AF7 style questions Explain the role of TPR and the statutory transfer process Explain FCA requirements as they apply to transfers including APTA and the TVC Describe the features of DB schemes such as revaluation rates Understand the security offered by a DB […]
Trainer – Lorraine Mousley Apply appropriate exam techniquewhen answering AF5 style questions Break down of the Fact Find provided and client objectives Full sessions on all technical areas related to the Fact Find e.g. Trusts, DGTs On the one-day courses, the focus will be exam questions, debrief and understanding. The content will be skewed towards […]
Trainer - Lorraine Mousley Agenda Apply appropriate exam techniquewhen answering R06 style questions Break down of the Case Study provided and client aims Full sessions on all technical areas related to the Case Study e.g. Trusts, DGTs On the one-day courses, the focus will be exam questions, debrief and understanding. The content will be skewed […]
Trainer - Darren Slater One Day Course Agenda: Understand and apply appropriate exam technique when answering AF1 questions Calculate an income tax liability based on the information provided Apply your knowledge of income tax to a range of client scenarios Calculate a CGTliability based on the information provided Apply your knowledge of CGTto a range […]
This course is designed to help candidates feel more prepared for the exam. The content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam style questions with clear debriefs to aid understanding. The trainer is highly experienced and qualified in the subject […]
R04 Pensions and Retirement Planning - One Day Course Outline This course is designed to help candidates feel more prepared for the exam. The content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam style questions with clear debriefs to aid understanding. […]
The AF7 preparation day aims to increase your chances of passing the exam. Overall objective: To significantly improve delegates’ chances of passing the exam by revising the key technical points that are likely to be tested. By the end of the event you will able to: understand the background to pension transfers both from money […]
R06 Financial Planning Practice - One Day Course Outline This course is designed to help candidates feel more prepared for the exam. The content will cover the key areas likely to be tested, based on the case studies relevant to the exam sitting. There will also be a focus on exam style questions with clear […]