R02 Study Day

The cost of the day’s training will be £75 for PFS members and £85 for non-PFS members. Your attendance will be confirmed once you have paid the fee invoice which will be sent to you via email. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.

The day’s course will cover the following areas:

• Characteristics of asset classes
• Modern portfolio theory
• Time value of money
• Collective investments
• Investment bond taxation
• Investment principles
• Performance
• Exam technique

By the end of the course, delegates will have covered the key elements of the RO2 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.