RO6 (Financial Planning Practice) Pre Exam Training, Monday April 6th 2020, Bournemouth

The cost of the day’s training will be £40.78 for PFS members and £50.92 for non-PFS members. There is a maximum of 10 attendees. If we are oversubscribed, you will be placed on a waiting list.

The day will commence at 0930 sharp and finish by 1630.

The venue is the MacAllister Suite, the Vitality Stadium, AFC Bournemouth, Dean Court, Bournemouth, Dorset, BH7 7AF. There is pay parking by the stadium.

For refreshments there will be tea/coffee and water available. A finger buffet lunch will be provided. The Vitality Stadium does not permit delegates to provide their own lunch.

The RO6 preparation day aims to increase your cha nces of passing the exam.

This intensive workshop will work through the case studies that will be examined in the April 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 John Trayner FCII FPFS, a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset Region’s exam revision programme since 2018.

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.