RO6 (Financial Planning Practice) Pre Exam Training, Friday 2nd October 2020 - online distance learning event

Friday, 02 October 2020
9:30 am – 4:30 pm

RO6 (Financial Planning Practice) Pre Exam Training, Friday 2nd October 2020

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth 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 RO6 examination.

Due to COVID-19 the Regional Committee have suspended all Face to Face events for 2020 and this event will be run as an Online Distance Learning event.

The cost of the day’s 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 1630, with breaks timetabled for lunch etc throughout the day.

The RO6 preparation day aims to increase your chances of passing the exam.

This intensive workshop will work through the case studies that will be examined in the October 2020 sitting.

The exam is based on two narrative case studies that will be issued approximately two weeks before the exam. Typically one is about a couple with young children and the other is concerned with a couple in their 60s who have either retired or are on the verge of doing so. You will also be given each couple’s financial objectives.

The exam is based on two narrative case studies that will be issued approximately two weeks before the exam. Typically one is about a couple with young children and the other is concerned with a couple in their 60s who have either retired or are on the verge of doing so. You will also be given each couple’s financial objectives.

The exam tests your ability to give advice so will cover:

  • what additional information you need to give advice

  • what options are available that would enable the client to meet their objectives

  • the advantages and disadvantages of the different options

  • what you would recommend together with a justification

  • an explanation of the product you have recommended

  • what you would discuss at a future review

    Overall objective

    To significantly improve delegates’ chances of passing the exam by developing an analysis of the pre-exam case studies.By the end of the event delegates will able to:

    This will be a one-day event.

  • The workshop will work though the case studies as a group to identify the clients' objectives, the likely questions, how they should be answered and to revise the technical points arising from these questions.

  • analyse and understand the information contained in the case studies

  • identify the questions that could be asked in the exam

  • identify the possible solutions to the identified objectives

  • understand the technical points that are likely to be tested in the exam

  • write answers to gain maximum marks

The course trainer is John Trayner, a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset Region’s exam revision programme since 2018.

Any questions please email the Hants and Dorset PFS Regional Committee on hantsanddorsetpfs@outlook.com.

CII Accredited

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

6 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.