Remote Pre-Exam Training. RO6 (Financial Planning Practice)

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 examination.

Priority will be given to Dorset based members of the PFS Hants and Dorset Region.

All MCQ (Multiple Choice Questions) Exams are available to book from 1st June for June and there is availability for July as well and 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 cost of the day’s training will be £41 for PFS members and £51 for non-PFS members.

Your attendance will be confirmed once you have booked online.

There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.

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 RO6 preparation day aims to increase your chances of passing the exam.

This intensive workshop will work through the case studies that will be examined in the July 2020 sitting.

The exam is based on two narrative case studies that will be issued approximately two weeks before the exam. Typically one is about a couple with young children and the other is concerned with a couple in their 60s who have either retired or are on the verge of doing so. You will also be given each couple’s financial objectives.

The exam tests your ability to give advice so will cover:

• what additional information you need to give advice
• what options are available that would enable the client to meet their objectives
• the advantages and disadvantages of the different options
• what you would recommend together with a justification
• an explanation of the product you have recommended
• what you would discuss at a future review

The workshop will work though the case studies as a group to identify the clients' objectives, the likely questions, how they should be answered and to revise the technical points arising from these questions.

Overall objective
To significantly improve delegates’ chances of passing the exam by developing an analysis of the pre-exam case studies.

This will be a one-day event.

By the end of the event delegates will able to:

• analyse and understand the information contained in the case studies
• identify the questions that could be asked in the exam
• identify the possible solutions to the identified objectives
• understand the technical points that are likely to be tested in the exam
• write answers to gain maximum marks

The course trainer is Dean Scott, who via his firm L&D Digital provide comprehensive financial services training support to the CII and some major financial institutions.

To attend, please book online via the following link

https://www.localinstitutes.cii.co.uk/southampton/home/events/forthcoming-events/

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

Paul Dyer
President
The Insurance Institute of Bournemouth

For details of forthcoming CII events across the region, visit www.cii.co.uk/events