RO3 (Personal Taxation) Pre Exam Training, Wednesday 12th March 2025 - online distance learning event

R03 (Personal Taxation) - Pre Exam Training, Wednesday 12th March 2025

The Personal Finance Society Hants & Dorset, Surrey, Sussex, Thames Valley, Tyne Tees & Yorkshire Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Newcastle, Southampton, Sussex and York 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 RO3 examination.

This will be an online distance learning event.

The cost of the day’s training will be £50 for Hants & Dorset, Surrey, Thames Valley Sussex, Tyne Tees & Yorkshire PFS members, £75 for all other PFS members and £100 for non-PFS members. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

We reserve the right to cancel this event should there be fewer than 6 delegates attending. Should this occur a full refund or transfer to an alternative course will be offered and some supporting material, at no extra cost, will be sent to the enrolled delegates.

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 is sent out to all delegates.

The RO3 preparation day aims to increase your chances of passing the exam.

This will be a one-day event.

Overall objective

• Understanding how income tax is calculated and collected.
• Understanding how capital gains tax is calculated and collected.
• Understanding how inheritance tax is calculated and collected.
• Understanding how National Insurance is calculated and collected.
• The principles of Residency and Domicile.
• Understanding how the main asset classes are taxed.
• Understanding how the main collective investments are taxed.
• Understanding the principles of stamp duty reserve and land tax, VAT and Corporation Tax.
• Understanding the principles of trust taxation

By the end of the course, delegates will have covered the key elements of the RO3 syllabus with the emphasis on the CII Learning Outcomes, will have been introduced to the exam format and adopting a suitable exam technique.

Our 2025 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions, whose company provides comprehensive financial services training to the CII, PFS Regions, Networks and large adviser companies.

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

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