J09 - Document for adviser
I've failed Paraplanner Assignment 1 as I've been asked to 'Provide a document suitable for presentation to the financial
adviser assessing the appropriateness of current financial solutions and outlining the options available with relevant analysis' and I've not written my report in a suitable manner.
Does anyone know what 'a document suitable for presentation to the financial adviser' is? I don't think it's a suitability report as this is a different syllabus point ('provide a compliant document in the form of a Suitability Report appropriate for presentation to the client'. )
I've passed the other two assignments, just need this one and been stung for £140 odd quid! OUCH!
Many thanks for any help, owe ya one.