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Synoptic Examination (CeMAP®3)
This exam is based upon knowledge you will have acquired from the previous modules.
Synoptic means that the examination is based upon case studies with a series of questions based upon each.
Read the whole of each case study carefully before you attempt to answer the questions. It may help to:
- Note any keywords
- Set out the information given on a separate sheet of paper
It is important to understand the context of the case study and identify the key principles or issues it addresses. One way of doing this is to review the case study using the same criteria you would use as part of a fact find when assessing the needs of a customer to whom you might be offering advice.
- Family details
- Income and expenditure
- Taxation
- Policies/protection/pensions
- Assets
- Liabilities
- Risk
- Aspirations
- Needs