J09 - Document for adviser

petorb

Hello,

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.

amylf3

Hi there!
I'm currently doing J09 and I have this exact question.
Did you ever get an answer to this?
Thanks,
Amy