R01 Full Day Exam Revision Workshop
PLEASE NOTE, EXETER, PLYMOUTH & CORNWALL INSURANCE INSTITUTE & PFS MEMBERS HAVE PRIORITY IN RESPECT OF BOOKINGS.
Overview
This one day session aims to bring together all your learning from R01 into a live event focussing on key areas and where maximum marks can be gained in the exam.
The session assumes the learner has studied R01 and is not new to these units and the aim is for the delegate to have increased confidence when taking the exam and a vastly increased chance of passing the exam.
Learning objectives
- Enhance knowledge and application of knowledge
- Highlight key syllabus areas (Learning outcomes 1-9)
- Guidance on exam technique
- Opportunity to practice typical exam questions
Speaker Biography
The presentation will be delivered by Dan Armitage and Rhoda Mortimer from specialist learning provider RM Advance:
Dan Armitage
Dan has over a decade experience within training and L&D environments. A former head of L&D for a major wealth manager Dan now enjoys delivering training to those wishing to become qualified financial advisors. A level 7 ILM accredited trainer, NLP master practitioner, and authorised financial advisor Dan continues to manage a small but affluent HNW client base as head of financial planning for an independent financial services firm alongside his training. He is passionate about helping others to achieve the EXTRA-ordinary: training finance professionals to be the best they possibly can and he has a very successful track record in doing so.
Rhoda Mortimer
Rhoda is a Senior Training and Development Consultant, with 20 years’ experience of helping businesses and individuals develop and grow within financial services. With an engaging, enthusiastic and supportive delivery style, she is able to build trust, and then challenge and encourage delegates realise their maximum potential. Having run training sessions for the largest Wealth Management companies in the UK she is adept at understanding how to get the best out of any training day. She has also designed and delivered a wide range of management, leadership, service and personal development programmes to all levels across the UK, Europe and Middle East. Highly qualified in Regulated Financial Services she has helped thousands of advisors obtain their industry qualifications.
This presentation is suitable for those studying R01 and looking to take the respective exam soon
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
6 1/2 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.