R02 - Investment principles and risk - Financial Training Courses

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R02 - Investment principles and risk
City of London, London, UK

Start: 09:00 - 17:00, 20 Sep 10
Finish: 09:00 - 17:00, 21 Sep 10
Duration: 2 days
Code: #ASK-JO2:0021

It is proposed that existing financial advisors will be required to achieve the level 4 diploma in financial planning qualification by the end of 2012. New financial advisers will fall under this requirement by the end of 2010.

This R02 - investment principles and risk revision workshop is designed to support you with the R02 qualification and given the timescales, it is essential that you do not delay achieving this approved J01 level 4 qualification.

The R02 - investment principles and risk revision workshop is part of the diploma in financial planning qualification and designed to build on the study manual to provide additional support, exam techniques and a greater understanding to help you pass your J01 exam.

We achieve this through group and individual activities involving tax calculations, short answer case studies and questions and R02 mock exams, with all activities on the R02 workshop being debriefed by the trainer to aid learning. Our aim is that everything we cover on the R02 workshop will leave you understanding and be ready to take this unit exam of your diploma in financial planning.

The R02 diploma in financial planning revision workshops are run by professional financial planning trainers who understand the importance of your job and the challenges and difficulties you can face with the continued requirements to demonstrate your professionalism.

Course Objectives

There are two key objectives which depends on your own learning style and ability:

Leave the workshop feeling ready to sit the exam the next day
Leave the workshop with a specific study plan to work on to aid your final study time in readiness for your exam

Course Agenda

Trust understanding activities

Through group and individual work demonstrate understanding around the different types of trusts, how they work and tax implications

Multi-Choice Questions

Questions asked in different ways to help remember key and important information from the module

Short Answer Questions

Exam based questions 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

Two full mock exams will be completed during the workshop, with answers being provided to assess whether you would have achieved a pass or not. This will enable you to understand where your weaknesses are to work on and place you in exam mode so you will be ready for the real one.

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.

Exam Technique

This is being achieved throughout the two days within each of the activities that have been specially designed to aid your learning.

Venue Details

Venue details to be confirmed.

Trainer Profiles

View Profile

Steve Kelly

Training Consultants

Steve's relaxed, natural approach to sales, training and management has seen him achieve considerable success during his 30 years in the Financial Services Industry.

Course Prework

Essential to have read the study manual prior to attendance as it is designed as a revision workshop in preparation for the exam. Individuals who have not will struggle with the activities and this will impact on what they learn from the two days.

Course Materials

Sorry, no course materials are currently available for this course. Please check back later.

Further Information

Business Needs

As Tax module

Knowledge Level

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

Recommended Reading

J02 Trusts study manual

Other Info

Evening work – 2 hours