Hi, my name is Jane and I passed the CII R06 Exam: Financial Planning Practice Qualification on the 5th of June. I have been working as a financial adviser for about 12 years now. Most recently, I have worked in a large firm that specialises in pensions, investments and life insurance. I started my career as an administrator, and after four years I moved into the role of financial adviser, providing advice on life insurance and mortgages to clients. In 2009, I decided to move to another firm where I could work with more clients and develop my skills as an adviser. I became interested in the CII R06 Exam: Financial Planning Practice Qualification as it is closely linked with Chartered status. Following this qualification would also enable me to keep up to date with industry knowledge, which is very important in this field. This week we are delighted to be sharing the story of Mark, who achieved a Distinction in his CII R06 Exam: Financial Planning Practice. Mark approached us after failing the exam a number of times, and wanted to try something different. The great news is that he passed with a Distinction first try after using our materials! Mark has kindly agreed to answer some questions for us about his journey through the CII R06 Exam: Financial Planning Practice Qualification: What triggered you to take the CII R06 Exam: Financial Planning Practice qualification? I found it difficult to get advise and guidance on financial planning issues before passing the CII level 4 certificate in financial planning. Passing this exam was required as I had recently become a Chartered Financial Planner.
Why did you decide to use Kaplan Smart Notes? The smart notes were recommended by another professional who had also used them and passed first time. I initially tried out some free samples which made sense, so I bought the full set of notes for my module study. How did you find them? Did they help you pass? I found the notes easy to understand and very helpful in highlighting key points for each question and sub topic. I used them alongside my normal study books and found that The Certificate in Financial Planning (CFP) is a financial planning qualification. It is awarded by the Chartered Insurance Institute (CII). Successful completion of this course will provide you with a Level 4 qualification. This is an introductory level qualification and will prepare you to excel in the financial services industry.
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