{"id":381,"date":"2013-04-19T18:21:41","date_gmt":"2013-04-19T17:21:41","guid":{"rendered":"http:\/\/www.futuretrend.co.uk\/blog\/?p=381"},"modified":"2013-04-19T18:21:41","modified_gmt":"2013-04-19T17:21:41","slug":"ifs-dipfa-exam-date-160513","status":"publish","type":"post","link":"https:\/\/www.futuretrend.co.uk\/blog\/ifs-dipfa-exam-date-160513\/","title":{"rendered":"IFS DipFA Exam (date 16\/0513)"},"content":{"rendered":"<p><strong>IFS DipFA Exam (date 16\/0513)<\/strong><\/p>\n<p><strong>Some pointers&#8230;<\/strong><\/p>\n<p>The Fact Find presents us with a scenario for a Mr &amp; Mrs Atkinson.\u00a0 The scenario presented provides a number of challenges for students across a diverse range of advice areas.\u00a0 Students must remember that the scenario presented is there to test your knowledge, and crucially, the application of that knowledge to the client\u2019s circumstances and the suitability of your advice.<\/p>\n<p>This blog summarises some of the key issues students will need to consider for this exam, and some pointers about specific parts of the IFS DipFA Study Folders that students may find useful to review and refresh themselves of in addition to other study \u2013 this blog is not a comprehensive guide to the exam but should get you started.<\/p>\n<p>Anyone not fully clued up on taxation basics should immediately head to the IFS Study Folders (issued by the IFS when they started the DipFA course), and look up Topic 2 and Topic 3 in the Taxation folder.<\/p>\n<p>Additionally, in preparation for one of our courses, some specific areas to consider for further study are;<\/p>\n<ul>\n<li>Defined Benefit (final salary) schemes, in Retirement Topic 5.3.2<\/li>\n<li>Tax efficient saving and investing, in Investments Topic 12<\/li>\n<li>Protection Planning, in Protection Topic 9<\/li>\n<li>Clients attitude to Risk, in Investments Topic 14.2.1<\/li>\n<li>Retirement Planning Topic 7<\/li>\n<\/ul>\n<p>This is most definitely not a comprehensive list, and of course don\u2019t forget, anything in the syllabus can be considered relevant for the exam.<\/p>\n<p>You will be presented with amendments to the Fact Find on the day.\u00a0 The amendments on the day can cover <em>any issue<\/em> covered in the Study Folders, or related to these areas.\u00a0 Students would be well advised to <em>at least<\/em> review the sections of the Study Folders for areas of advice they are not familiar with prior to the exam itself.<\/p>\n<p>Further support can be found by booking attendance at one of Futuretrend\u2019s <a title=\"dipfa fact find exam course\" href=\"http:\/\/www.dipfa-training.co.uk\/content.html#afae\" target=\"_blank\">DipFA Fact find courses<\/a>, or on the remote support option.<\/p>\n<p>Paul Davis, Dip. PFS, Futuretrend Tutor.<\/p>\n<p>&nbsp;<\/p>\n<span id='mp-share-below-action'><\/span><ul class='mp-share-buttons'><li class='mp-share-buttons-fb'><div class='fb-like' data-href='https%3A%2F%2Fwww.futuretrend.co.uk%2Fblog%2Fifs-dipfa-exam-date-160513%2F' data-width='' data-layout='button' data-action='like' data-size='small' data-share='true'><\/div><\/li><li class='mp-share-buttons-tw'><a class='twitter-share-button' href='https:\/\/twitter.com\/share'?url='https%3A%2F%2Fwww.futuretrend.co.uk%2Fblog%2F%3Fp%3D381' data-via='Futuretrend_'><\/a><\/li><li class='mp-share-buttons-li' style='margin-top:-10px !important;'><script type='in\/share' data-url='https:\/\/www.futuretrend.co.uk\/blog\/ifs-dipfa-exam-date-160513\/'><\/script><\/li><\/ul><div class='mp-share-clear-fix'><\/div>","protected":false},"excerpt":{"rendered":"<p>IFS DipFA Exam (date 16\/0513) Some pointers&#8230; The Fact Find presents us with a scenario for a Mr &amp; Mrs Atkinson.\u00a0 The scenario presented provides a number of challenges for students across a diverse range of advice areas.\u00a0 Students must remember that the scenario presented is there to test your knowledge, and crucially, the application [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mbp_gutenberg_autopost":false},"categories":[21],"tags":[140,141,136,138,139],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - 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