#investments

Sequencing Risk – October 2018 AF4 Past Paper Question Review

Sequencing risk Most financial planners have heard of the term. A number could give a fairly decent attempt at an explanation of it. Could you answer a ten mark exam question on it? That’s a slight exaggeration in this instance as the question in the October 2018 paper was only worth 5 marks (interestingly, it […]

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When you fail to read the question properly in the Exam – AF4 April 2019 Question 1(C)

  Rule #1 – Don’t get caught short ‘It’s okay to invest because I can always get my money back if I want it’. Or so the theory goes. It’s a generally accepted rule in financial planning that anyone committing to a market-linked investment should generally be prepared to do so for at least a […]

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