RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 11th December 2019, Fareham
The Hants and Dorset PFS Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a training day for those members who are studying for and taking the RO2 examination. Priority will be given to Hampshire based members of the PFS Hants and Dorset Region.
The cost of the day’s training will be £76.27 for PFS members and £86.41 for non-PFS members. Your attendance will be confirmed once the member has paid the fee invoice. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.
The day will commence at 0930 sharp (please arrive at 0900) and finish by 1630.
The venue is the Shogun Business Centre, 12 Funtley Court, 19 Funtley Hill, Funtley, Fareham, Hampshire, PO16 7UX. There is parking on site.
For refreshments there will be tea/coffee and water available.
The RO2 preparation day aims to increase your chances of passing the exam.
The day’s course will cover the following areas:
- Characteristics of asset classes
- Modern portfolio theory
- Time value of money
- Collective investments
- Investment bond taxation
- Investment principles
- Performance
- Exam technique
By the end of the course, delegates will have covered the key elements of the RO2 syllabus with the emphasis on the CII Learning Outcomes, will have been introduced to the exam format and adopting a suitable exam technique.
The course will be led by Jane Alford. Jane has worked in the financial services industry for over 30 years. She has a degree in banking, insurance and risk management, is a Chartered Insurer, a Fellow of the Personal Finance Society and also holds associate membership of the CII. She has worked for major life companies as a regional and national trainer and as a technical consultant delivering technical subjects and exam workshops to IFAs as well as to support staff and internal staff. As well as designing and delivering face-to-face training she has developed online training packages for a number of technical subjects.
To attend, please book online via the following link https://www.localinstitutes.cii.co.uk/southampton/home/events/
Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on hantsanddorsetpfs@outlook.com
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
5 1/2 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.