BeckyJ

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BeckyJ
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  • Hi, I didn't use BTS for R01, but have since been given the full set for R01-R06. I'm currently working my way through R05 and it seems pretty good. Much easier to get on with than the CII text book, and there are re-cap questions at the end of each…
  • Hi Abbas, I did R01 last summer. I used a combination of: * the old Aviva notes (you can find a link to them in the big tent) * the key facts booklet from the CII * the online learning tutorial from the CII. * question pack from the CII …
  • Hi Dxm, I also passed R01 a couple of months back. I used a combination of the Aviva notes and the Cii Key Facts booklet which only cost £30, and doesn't have so much dry detail. Good luck
  • Hi Newbie, As far as I am aware the only things that will change in the exams after August is that it will be based on the 2018/2019 tax rules rather than 2017/2018. So if you're using these figures at work, you won't have to backdate your thinki…
  • Hi Becca We've just arranged a mortgage with Principality for a recently divorced lady who had a pension sharing order for her ex-husband's pension, and a smallish pension of her own. She's in her early 50s with a fairly low income so we went fo…
  • Hi Robd, I fell into the paraplanning profession a year ago by starting to work one day a week as an administrator for a friend who is a financial planner. I am really enjoying it and find everyone in the powwows so supportive. There is a lot study…
  •  Well done Sam! And thank you!!
  • Hi HBB, I'm afraid I can't help you on the face to face tutorials for R01, but I am studying for it myself at the moment and finding it tricky to store all the information in my head. If you fancy getting a study group together, it might be helpful…
  • You could take some questions from the practice papers on the Aviva for Advisors website? http://www.aviva-for-advisers.co.uk/adviser/site/public/building-your-business/financial-adviser-academy/technical-knowledge
  • Since watching the exam HowWow the other week and learning that you will learn best by doing, I've just taken a practice exam. Of course I failed, but not too badly and now I know which bits I don't know enough about. I've read somewhere that you …
  • Hi @stacey_smith It's sounds like you are in the same boat as me, as you can see from my post above. Welcome aboard! There's so much to learn, but I think some of it is starting to sink in now
    in Say hello! Comment by BeckyJ August 2017
  • Thank you everyone for replying. I think I'm going to work through all of the interactive tutorials and then try a past paper. I ought to know then if I need to find some more detailed resources.
  • @BecciJ  I fear there are a lot of us about    @richallum I am definitely going to try and make it to the main powwow, especially if there are Toblerones!
    in Say hello! Comment by BeckyJ June 2017
  • Hi Everyone, I'm Becky. I'm completely new to this paraplanning malarkey having only started in January, and only working at it 1 day per week but I'm loving the community spirit of it all. This is a complete change of direction for me careerwise as…
    in Say hello! Comment by BeckyJ June 2017