R02 Revision Course

Start 09:30

• Analyse the characteristics, inherent risks, behaviour and correlation of asset classes
• Understand the macro economic environment and its impact on asset classes
• Understand the merits and limitations of the main investment theories
• Apply the principles of time value of money

Lunch

• Analyse and explain the nature and impact of the main types of risk on investment performance
• Analyse the characteristics, inherent risks, behaviours and relevant tax considerations of investment products
• Apply the investment advice process
• Undertand the principles of investment planning
• Analyse the performance of investments.

End 4:30

Speaker Bio:

Cris has spent the last twenty years in training roles, specializing in training design, face to face and distance delivery and tutoring. In addition to his various commercial roles, He has been a tutor, question writer and examiner, with a number of professional institutes including the CII, CISI and LIBF. This has equipped him with an excellent knowledge of the industry and facilitates a successful learning environment.

A key strength is his knowledge and understanding of developments within the industry and the economy as a whole and how these relate to product providers, investment managers, advisers and clients alike.

Amongst a variety of other assignments, Cris currently trains and designs study material for CII, LIBF and CISI qualifications: at Certificate, Diploma and Advanced Diploma levels.

His record of success in qualifications training in the financial services industry is second to none. Cohorts frequently achieve 100% pass rates in Level 4, 6 and 7 qualifications and many of his students receive prestigious awards for the grades they achieve.

Cris has also completed a number of important financial qualifications himself. He has passed the CISI’s Chartered Wealth Manager qualification, CII’s Diploma and Advanced Diploma subjects. He continues to gain further qualifications as part of his own rigorous continuing professional development programme. He also holds a relevant recognised training qualification.

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