R01 Virtual Revision Day

Monday, 27 June 2022
9:30 am – 4:30 pm (UK time)
    • Chris Glascow

R01 Virtual Revision Day

The training day will include active revision of the R01 syllabus with multiple choice exam practise and key tips on dealing with the different questions that may be presented. It is intended that as many of the R01 learning outcomes are covered as possible.

The training will be via Zoom. A link will be sent out to candidates before the course date.

Cost: £45 per person.

R01 Main Learning Outcomes: At the end of this unit, candidates will have investigated the:

  1. Purpose and structure of the UK financial services industry;
  2. How the retail customer is served by the financial services industry;
  3. Regulatory framework, powers and responsibilities to protect the consumer;
  4. Legal concepts and considerations relevant to financial advice;
  5. Code of Ethics and its impact on the business behaviours of individuals.

About the Trainer:

Cris Glascow has over 30 years’ experience in the financial services sector including roles within product providers and financial advisory firms. He started his own training business in 2002 and since then, has successfully trained thousands of candidates towards professional qualifications up to QCF Level 7. He is a specialist in the areas of financial, retirement, estate and investment planning. He is a Chartered Fellow of the CISI and a Fellow of the Personal Finance Society and Chartered Financial Planner.

CII Accredited

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

7 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.

Ticket type Price    
Registration
£ 45.00