RO2 (Investment Principles and Risk) Pre Exam Training, Tuesday 19th March 2024 - online distance learning event

Tuesday, 19 March 2024
9:30 am – 4:30 pm (UK time)

RO2 (Investment Principles and Risk) Pre Exam Training, 19th March 2024

The Personal Finance Society Hants and Dorset, Thames Valley and Surrey 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 RO2 examination.

This event will be run as an Online Distance Learning event.

The cost of the day’s training will be £125 for Hants & Dorset, Surrey and Thames Valley PFS members, £125 for all other PFS members and £145 for non-PFS members. We trust your integrity to select the correct option. 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 breaks timetabled for lunch etc throughout the day.

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

The RO2 preparation day aims to increase your chances of passing the exam.

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.

Our 2024 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is Dean Scott FPFS, a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regions' exam revision programme since 2020.

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.

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