有人在学CPA的RG 146吗

stevenhu

有人在学CPA的RG 146吗?互相交流一下(monkey24)

Hayley11

同问！

stevenhu

Hayley11 发表于 2015-12-6 08:10
同问！

你在学吗？？

BONDJIM

How difficult is this course? What are the assessable components?

KaTharina

多少钱？
如何算cpd

Hayley11

stevenhu 发表于 2015-12-6 16:44
你在学吗？？

目前没有开始，就是想了解下，看看自己要不要学！

stevenhu

BONDJIM 发表于 2015-12-6 20:14
How difficult is this course? What are the assessable components?

书上的东西不难，但是做assignment感觉有点吃力，assessment包括一个assignment，很耗时间，还有一个telephone interview。我在学module 1

stevenhu

KaTharina 发表于 2015-12-6 20:19
多少钱？
如何算cpd

一门600吧，cpd记不清了，肯定够一年那几十分

BONDJIM

What is the assignment like? Is it like SOA based on a scenario? What long is the telephone interview and what is like?

stevenhu

BONDJIM 发表于 2015-12-6 20:23
What is the assignment like? Is it like SOA based on a scenario? What long is the telephone intervie ...

我才学module 1,assignment 包括一个从头到尾的soa，还有procedure一大推乱七八糟的东西，telephone interview还没参加过

BONDJIM

In terms of study materials, what do CPA supply other than notes? Do they supply additional resources such as excel help, latest social security information, tax information etc.

stevenhu

最新的tax table，social security table别的就没啥了

stevenhu

BONDJIM 发表于 2015-12-6 20:34
In terms of study materials, what do CPA supply other than notes? Do they supply additional resource ...

你可以选择参加seminar，2000+吧，应该连答案都给你(monkey23)

BONDJIM

I don't need to attend the seminar for this course. I think it is a waste of money.

stevenhu

BONDJIM 发表于 2015-12-6 20:42
I don't need to attend the seminar for this course. I think it is a waste of money.

你做financial planning的？

BONDJIM

No

stevenhu

BONDJIM 发表于 2015-12-6 20:51
No

好吧，我是做tax，这些东西平时有些涉猎，感觉有点吃力

BONDJIM

stevenhu 发表于 2015-12-6 20:58
好吧，我是做tax，这些东西平时有些涉猎，感觉有点吃力

I understand but if CPA course supplies you a sample SOA, projection on cash flow and certain websites on financial and insurance products, you should be fine.

stevenhu

SOA template提供了，但是很多东西都要自己找，包括fact find form，甚至还要你准备engagement letter

BONDJIM

Fact find form is very easy to do. Read the case study (obtain details such of each person name, DOB, income levels, current assets and liabilities, cash flow) and read the sample of advice.

For sample engagement letter, try to search CFP websites.

https://www.google.com.au/url?sa ... mp;bvm=bv.108538919,d.dGY

BONDJIM

I like to see how the CPA assignment is like? Of course I will not attempt it.

stevenhu

BONDJIM

stevenhu 发表于 2016-1-13 09:29

What's that mean? How is your study so far?

You can private chat to me and then discuss this topic a bit further.

stevenhu

BONDJIM 发表于 2016-1-13 17:37
What's that mean? How is your study so far?

You can private chat to me and then discuss this topi ...

顶，帖子，assignment交上了，等phone interview

BONDJIM

stevenhu 发表于 2016-1-13 19:13
顶，帖子，assignment交上了，等phone interview

Good luck.

Just wondering how was your the phone interview run down like? Was it hard?

stevenhu

BONDJIM 发表于 2016-1-29 06:07
Good luck.

Just wondering how was your the phone interview run down like? Was it hard?

I passed both of the assessments. for the phone interview, CPA sent list of questions before the interview. You can prepare answers and read them when you have the interview.

BONDJIM

stevenhu 发表于 2016-2-2 13:42
I passed both of the assessments. for the phone interview, CPA sent list of questions before the i ...

This is good to hear.

stevenhu

BONDJIM 发表于 2016-2-2 14:02
This is good to hear.

enrol into module 2 insurance

PaulDong

nice

MiaMin