RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 3rd May 2023 - online distance learning event

RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 3rd May 2023

The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO2 examination.

This event will be run as an Online Distance Learning event.

The cost of the day’s training will be £149 for Hants & Dorset, Surrey and Thames Valley PFS members, £149 for all other PFS members and £159 for non-PFS members. We trust your integrity to select the correct option. There is a maximum of 16 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.

The course is recorded and a copy sent out to all delegates.

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.

Our 2023 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is Dean Scott PFS, whose company provides comprehensive financial services training to the CII, PFS Regions, Networks and large adviser companies.

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