RO3 Revision Day

This one day course aims to significantly improve delegates’ chances of passing the RO3 exam by developing an understanding of the key technical points that are likely to be tested.

Learning Objectives:

By the end of the event delegates will able to describe:

• the UK tax system as relevant to the needs and circumstances of individuals and trusts
• the taxation of investments as relevant to the needs and circumstances of individuals and trusts
• the role and relevance of tax in the financial affairs of individuals and trusts
• the knowledge of personal taxation to the provision of investment advice.

About our speaker:

John has 40 years’ experience in insurance and financial services. Not surprisingly most of his former employers no longer exist because of mergers and takeovers. For example he joined Leeds Permanent Building Society in 1986 and at retirement was working for Lloyds Banking Group even though he’d never changed employers! The last 15 years were spent in the training department specialising in professional exams.

Not wishing to spend retirement watching daytime TV he decided to become a freelance trainer specialising in helping people to pass the CII’s Financial Services exams.

John is a Chartered Insurance Practitioner and a Fellow of both the Chartered Insurance Institute and the Personal Finance Society.