R03 Revision Course

Start 9.30am

• Understand the UK tax system as relevant to the needs and circumstances of individuals and trusts
• Analyse the taxation of investments as relevant to the needs and circumstances of individuals and trusts

Lunch

• Analyse the role and relevance of tax in the financial affairs of individuals and trusts.
• Apply the knowledge of personal taxation to the provision of investment

End 4.30pm

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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