Give yourself time to sense check as it could ultimately make the difference between success and deferred success.
Don’t give up. I’ve spoken to at least one candidate and heard of others who after not being successful do not re-submit. I understand, however it is so much more difficult to come back to a brand new case study. The examiner provides detailed feedback after submissions one and two to offer you the best opportunity of success with your third submission being the final.
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Finally, don’t make things too complicated. As the CISI’s ‘Top Tips from Assessors’ says: “Where possible keep it simple, otherwise you can tie yourself in knots.”
Steven McBurnie is a member of the wealth planning team at Wright, Johnson & MacKenzie
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