RO4 (Pensions and Retirement Planning) Pre Exam Training - online distance learning event

>> Event Overview

RO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 16th May 2023

The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO4 examination.

This event will be run as an Online Distance Learning event.

The cost of the day’s training will be £149 for Hants & Dorset, Surrey and Thames Valley PFS members, £149 for all other PFS members and £159 for non-PFS members. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

We reserve the right to cancel this event should there be less than 6 delegates attending. Should this occur a full refund or transfer to an alternative course will be offered and some supporting material, at no extra cost, will be sent to the enrolled delegates.

The day will commence at 0930 sharp and finish by 1630, with breaks timetabled for lunch etc throughout the day.

The course is recorded and a copy sent out to all delegates.

>> Learning Objectives

The RO4 preparation day aims to increase your chances of passing the exam.

The day’s course will cover the following areas:

• The main tax and legal frameworks that govern retirement benefits under registered pension schemes;

• The features of defined contribution and defined benefit pensions;

• State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension;

By the end of the course, delegates will have covered the key elements of the RO4 syllabus with the emphasis on the CII Learning Outcomes, will have been introduced to the exam format and adopting a suitable exam technique.

>> More about our speaker

Our 2023 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is Dean Scott PFS, whose company provides comprehensive financial services training to the CII, PFS Regions, Networks and large adviser companies.

Our trainers are highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online interactive training session, ensuring all candidates are fully engaged and maximise the learning experience.

>> To book your place / for more info

To attend, please book online via the following link:

R04 - 16th May

Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on hantsanddorsetpfs@outlook.com.