RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 15th July 2020 - online distance learning event

RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 15^th July 2020

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the RO4 examination.

Due to the COVID-19 pandemic, all face to face training organised by committee has been suspended until further notice by HM Government and the PFS and CII centrally.

The cost of the day’s training will be £41 for PFS members and £51 for non-PFS members. Your attendance will be confirmed once the delegate has booked online. 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 and finish by 1630, with breaks timetabled for lunch etc throughout the day.

NB Online Exams – booking for all MCQ’s (multiple choice questions) examinations can be made from the 1^st June – June and July’s capacities are open now – August will follow very shortly. All centres will be requested to have a 2 metre gap between desk / computer pods.

Further details available at: https://www.cii.co.uk/about-us/faqs/#!#online-mcq-exams-coronavirus-update

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.

The course trainer is Giles Hewitt, a CII approved trainer, based in Cornwall who runs his own training consultancy, Hewitt Financial Training Ltd.

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

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