R02 Investment principles and risk

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

The session takes place at K2 Leisure Centre, Crawley and opens for registration at 9.00am for a 9.30am start and ends at 4.45pm, providing a full six hours' CPD.

The cost of this course is £75 for CII/PFS members (£95 for non-members) and includes all tuition, tea/coffee on arrival and during formal breaks and a buffet lunch. If you would like to join us for this event, please click on the Book Now button below. (Please note, to benefit from the discounted rate, you will be required to provide your membership number at the time of booking.)

Course Objectives

By the end of the event delegates will able to:

• understand the main economic factors that will affect investments and their performance

• understand the risks, rewards and taxation of the main asset classes; cash, Bonds, Equities, Property and Commodities

• accurately compute simple compounding and discounting calculations

• calculate accurately the Yield to Redemption on a UK Bond

• identify and interpret other key performance information on Bonds

• calculate accurately and interpret the key performance measures of shares; price earnings ratio, dividend yield and dividend cover

• calculate accurately the Gross Rental Yield on a property

• calculate accurately the stamp duty payable on property and shares

• understand the key measures of risk, standard deviation and Beta

• explain the main investment risks as they apply to different investments

• understand the main methods of risk mitigation

• understand the principles and taxation of the main retail pooled investments; unit trusts, OEIC, ETF, ISA, Real Estate Investment Trusts, qualifying and non-qualifying life policies, EIS, SEIS, VCT

• understand the main investment strategies and their limitations

• understand the taxation of the main retail offshore products

• understand the relationship between an adviser and client in constructing an appropriate portfolio

• understand the principles of portfolio construction

• understand the impact of charges on the performance of a portfolio

• understand the need to review and rebalance the portfolio

• understand the main methods of calculating an investment or portfolio’s performance

Other Information
There is ample free on-site parking at the venue.

Please note that this event will take place on the 1st floor at K2. A lift will normally be available for delegates to access the training, but stairs will need to be used in the event of an emergency evacuation of the building.

Full joining instructions will be sent to delegates ahead of the event.

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.

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