JohnBoy

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JohnBoy
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  • I took PCIAMs in 2015. I was approaching it from an investment background (IAD and IMC) so I needed to put more effort into the financial planning side of things. If you're already a working paraplanner, you may have an advantage in terms of the …
  • Thank you, you too. I also noticed that the study guide has a contradiction. It states in the "Completing Coursework Assignments" section that the word count includes text and numbers contained within any tables, although the summary on the same …
    in J09 Comment by JohnBoy August 2019
  • Thank you john.mackellar - noted. I handed in my J09 Assignment 1 on 3rd July. I have yet to receive a grade (39 days today) so thought I would post that it looks like the CII are using the full 40 days at the moment. One of my colleagues hand…
    in J09 Comment by JohnBoy August 2019
  • I am using cash flow modelling software - what they are asking for would be unrealistic without it. There appears to be a great deal of vagueness in the assignments I have. There is a divorce case, with a Will that hasn't been updated, but no men…
    in J09 Comment by JohnBoy July 2019