RO1 (Financial Services, Regulation and Ethics) Pre Exam Training Day - Reading

Venue: The Boardroom, Reading FC Conference and Events, Madejski Stadium, Reading RG2 0FL

Refreshments and lunch provided.

A training day for those members who are studying for and taking the RO1 examination.

The cost of the day’s training will be £75 for PFS members and £85 for non-PFS members.

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

The RO1 preparation day aims to increase your chances of passing the exam. The day’s course will cover the following areas:

• Main areas of financial advice
• Relevant legal concepts
• Regulation of financial services
• FCA Handbook
• Advice framework
• Principles and Ethics
• Exam technique

By the end of the course, delegates will have covered the key elements of the RO1 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 will be led by Jane Alford.

Jane has worked in the financial services industry for over 30 years. She has a degree in banking, insurance and risk management, is a Chartered Insurer, a Fellow of the Personal Finance Society and also holds associate membership of the CII.

She has worked for major life companies as a regional and national trainer and as a technical consultant delivering technical subjects and exam workshops to IFAs as well as to support staff and internal staff. As well as designing and delivering face-to-face training she has developed online training packages for a number of technical subjects.

To attend, please book online via the following link:

https://www.localinstitutes.cii.co.uk/reading/home/events/2019-20-cpd-events/r01-study-day/

BY 22nd November 2019 latest

The Insurance Institute of Reading is a CII Accredited Training Provider.

This event qualifies for six and a half hours structured CPD where relevant to your training and development needs.