R02 (Investment Principles and Risk) Pre Exam Training - online distance learning

Monday, 17 May 2021
9:30 am – 4:30 pm
    • Giles Hewitt

>> Event Overview

The Personal Finance Society Hants & Dorset and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised training for those members who are studying for and taking the R01 and R02 examinations.

Designed to help candidates feel more prepared for the exam, the content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam technique.

The trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online interactive training session, ensuring all candidates are fully engaged and maximise the learning experience.

>> Learning Objectives

By the end of the event, delegates will have covered the key elements of the R01 syllabus; and will have been introduced to the exam format and adopting a suitable exam technique; including:

  • Characteristics of asset classes

  • Modern portfolio theory

  • Time value of money

  • Collective investments

  • Investment bond taxation

  • Investment principles

  • Performance

  • Exam technique

Cost: The cost of the days training will be £49 for PFS members and £59 for non-PFS members.

>> More about our speaker

Giles Hewitt, a CII approved trainer, based in Cornwall who runs his own training consultancy, Hewitt Financial Training Ltd.

>> To book your place / for more info

Your attendance will be confirmed once you have booked online. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

To attend, please book online via the following link:

R02 – 17th May

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

  • Webinar

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

6 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.