Financial Training Training

R02 - Investment Principles and Risk - 1 Day

Duration

1 day

This is a 1, 2 or 3 day intensive exam preparation workshop, covering revision of the syllabus areas listed below along with exam technique and practice questions.

• Understand the characteristics, behaviors and risks associated with the asset classes
• The Macro Economic environment
• The main investment theories
• Investment risk
• The time value of money
• Understand the characteristics, behaviors and risks associated with the direct and indirect investment approaches
• The advice process and selection
• The performance of investments

An overview of the whole syllabus, covering the key parts of each learning outcome, focusing on chapters 1,6 and 9.

 

Course Objectives

The revision workshop is designed to build on the study manual to provide additional support, exam techniques and a greater understanding to help you pass your exam first time. We achieve this through group and individual activities, tax calculations, multi-choice questions, short answer questions and mock exams. All activities on the workshop are debriefed by the trainer to aid learning. Our aim is that everything we the vast majority of the syllabus during workshop will enhance your understanding and place you in a greater position to take your exam.

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Course Agenda

A variety of exercises are incorporated into the workshop to ensure the key syllabus areas are covered.

Multi-Choice and Multi Response Questions

Questions asked in different ways to help remember key and important information from the module. Exam based MCQ and MRQ answer types are undertaken to practice how to deal with these questions in preparation for the exam and enhance learning and understanding of the study material.

Mock Exams

A full mock exam will be provided at the end of the course in order for you to assess your post course learning activities needed.

Trainer Support

Throughout every activity on the workshop the trainer will be on hand to provide support, deal with questions and ensure each activity is debriefed, not moving on until all individuals understand the area being discussed.

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Business Needs

To achieve the Regulated Diploma in Financial Services.

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Knowledge Level

Essential to have read the study material prior to attendance as the workshop is designed for revision in preparation for the exam.

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Other Info

Certifications - Chartered Insurance Institute

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