Kaplan FPP Assignment

Hi Red85, great news.. well done. I passed also and am now just waiting for my Risk Management coursework to arrive.

Manav, I believe Marco is eligible for full FTB B but how much FTB A depends would be liable to change depending on his income from his investments. As long as your assumption is stated you should be fine. I stated that we would invest in managed funds with low churn and therefore less of an income tax implication.

Good luck with the rest of the assignment. I was extremely frustrated with it at the time (and still am I guess) but it all worked out in the end..!

fantastic, well done

hi folks coming to a conclusion with this immensly annoying assignment, did u guys put in a contents page and bibliography with your assignment or is this required i do not think it is mentioned in the assignment pack.. also for Q. 5 b what concerns did you say Marco might have with the advice that has been provided and why? any help would be much appreciated. would I be right in saying insurance as one and super as the other if so what problems can we provide.

Thanks in advance

I neither provided references nor bibliography as it was not an essay, as well they stated that all you need to know is in the subject notes - as it was. I elected for the obvious "Why do I need a new will? Just did it in 2003".

Hi everyone, I am really struggling with the Risk Management DFP2 assignment case studies. I find the information in the questions vague and inadequate. I
Can anyone please assist me with the case studies. I could really do with some help. Thanks

Really struggling with this assignment. Grrrrrr

To recommend or not to recommend increased insurance. There are no debts so why should I? But then again, they did include a CIMER Plan so Im guessing they want one.....???

Can anyone help?

I am doing that question as we speak. My thoughts is that you will need to put in the CIMER, and the client does need insurance.

Although the clean-up funds and mortgage is zero, he will still require an income, education costs and retirement costs (which will be the biggest). I had a rough amount of $680k as being under insured.

I have got the assignment due next week and running out of time... aaargghhh!

Let me know if anyone disagrees with my amounts or comments..

Cheers

Jason

Hi
I am currently working my way through the Kaplan Foundations of Financial Planning assisgnment. All of it appears to be straightforward other than Question 1 (d) whereby I am required to explain the role of the adviser and the relationship with the licensee, Wyze Financial Planning. Also I am not sure how this is to be incorporated into the SOA. The advice I have received from Kaplan is as follows:
[I][I][I]Wyze Financial Services would be the licencee.Tracy is an authorised representative of Burton Financial Services that operate under that licence.. that is what would need to be disclosed.
Any help would be appreciated. I am also interested in participating in an online study group.
Regards