RO1 (Financial services, regulation and ethics) Pre Exam Training, Tuesday 18th October 2022 - online distance learning event

Tuesday, 18 October 2022
9:30 am – 4:30 pm (UK time)

RO1 Day 1 (Financial services, regulation and ethics) Pre Exam Training, Tuesday 18th October 2022

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO1 examination.

This is an online distance learning event.

The cost of the day’s training will be £99 for Hants & Dorset, Surrey and Thames Valley PFS members, £99 for all other PFS members and £109 for non-PFS members. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

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

The course is recorded and a copy sent out to all delegates.

The RO1 course aims to increase your chances of passing the exam.

The course will cover the following areas:

  • Main areas of financial advice
  • Relevant legal concepts
  • Regulation of financial services
  • FCA Handbook
  • Advice framework
  • Principles and Ethics
  • Exam technique

By the end of the course, delegates will have covered the key elements of the RO1 syllabus with the emphasis on the CII Learning Outcomes, will have been introduced to the exam format and adopting a suitable exam technique.

Our 2022 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is Giles Hewitt FPFS, a CII approved trainer and a member of the L&D Digital team of trainers, based in Cornwall who runs his own training consultancy, Hewitt Financial Training Ltd.

Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Southampton, which is acting as the host institute for this event.

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