RO1 Day 1 (Financial services, regulation and ethics) Pre Exam Training, Monday 13th July 2020 - online distance learning event

Monday, 13 July 2020
9:30 am – 12:30 pm

RO1 Day 1 (Financial services, regulation and ethics) Pre Exam Training, Monday 13th July 2020

The Personal Finance Society Hants and Dorset & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Reading and Southampton have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the RO1 examination. The RO1 course will consist of two half day sessions on Monday 13th July and Monday 20th July.

The total cost of both half days training will be £41 for PFS members and £51 for non-PFS members. Your attendance will be confirmed once you have booked online. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.

The day will commence at 0930 sharp and finish by 1230 with comfort breaks.

Due to the COVID-19 pandemic, all face to face training organised by committee has been suspended until further notice by HM Government and the PFS and CII centrally.

NB Online Exams – booking for all MCQ’s (multiple choice questions) examinations can be made from the 1st June – June and July’s capacities are open now – August will follow very shortly. All centres will be requested to have a 2 metre gap between desk / computer pods.

Further details available at:!#online-mcq-exams-coronavirus-update

The RO1 course is spread over two half days and aims to increase your chances of passing the exam.

The two half days courses 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.

The course trainer is Giles Hewitt, a CII approved trainer, 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

CII Accredited

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

3 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