Finance

R02 Investment principles and risk study support package

Level: 4
Qualification: CII R02 Investment principles and risk
Course Length: 3 Months

The R02 Investment principles and risk unit is the second unit required on your journey to achieving the CertPFS (Certificate in Paraplanning) or DipPFS (Diploma in Regulated Financial Planning).

The objective of this unit is to develop knowledge and understanding of investment products and the application of the investment advice process.

 

The R02 investment principles and risk unit covers:

  • Analyse the characteristics, inherent risks, behaviour and correlation of asset classes.
  • Understand the macro-economic environment and its impact on asset classes.
  • Understand the merits and limitations of the main investment theories.
  • Apply the principles of the time value of money.
  • Analyse and explain the nature and impact of the main types of risk on investment performance.
  • Analyse the characteristics, inherent risks, behaviours and relevant tax considerations of investment products.
  • Apply the investment advice process.
  • Understand the principles of investment planning.
  • Analyse the performance of investments.

 

This study support package includes as standard

  • CII books and exams
  • CII revision mate
  • E-learning modules
  • Revision notes
  • Mock exam questions
  • Online support from subject experts
  • Online revision sessions

The R02 unit provides a detailed overview of the key investment principles, products, risks and how these are utilised within the financial planning sector. This unit contains the following:

Qualification Contents Level Credits
R02 Investment principles and risk
  • Characteristics, inherent risks, behaviour and correlation of asset classes, and investment products;;
  • Macro-economic environment and its impact on asset classes;
  • Merits and limitations of the main investment theories;
  • Nature and impact of the main types of risk on investment performance;
  • Performance of investments.
4 20

 

This content is covered over 9 chapters / topics:

  • Analyse the characteristics, inherent risks, behaviour and correlation of asset classes.
  • Understand the macro-economic environment and its impact on asset classes.
  • Understand the merits and limitations of the main investment theories.
  • Apply the principles of the time value of money.
  • Analyse and explain the nature and impact of the main types of risk on investment performance.
  • Analyse the characteristics, inherent risks, behaviours and relevant tax considerations of investment products.
  • Apply the investment advice process.
  • Understand the principles of investment planning.
  • Analyse the performance of investments.

 

Our R02 investment principles and risk support package is delivered online via our virtual learning environment. Each chapter of the book is accompanied by e-learning modules, mock exam questions, and workbooks designed to test and embed your knowledge. At regular intervals throughout the course you should attend 2 online revision sessions to help cover more technical content.

Throughout the course you will have access to a subject expert to answer any questions you may have along the way. Before sitting any exams a full mock exam is provided which you can retake as many time as required before sitting the real thing.

It is possible to complete the R02 unit within 3 months, allowing 4-6 hours of independent study per week. All courses are flexible to allow you to complete at a pace that is appropriate to you. It is not our recommendation to study for two exams simultaneously.

Please note that CII materials and exams are updated each September, and you may be required to purchase the study update packs for exams you are currently studying for. Your subject expert will advise you of this should it apply.

You must be a paid member of the CII to purchase this course, as we will require your PIN number as part of the enrolment process. If you are not a member you can join here: http://www.cii.co.uk/membership/join/

There are no formal entry requirements for this study package, but you will require adept and developed literacy and numeracy skills.

Working within a financial services environment is desirable and advantageous, although not essential.

For an informal discussion about this course, please use the enquiry form below:

Thank you for your enquiry, we will endevour to get back to you as soon as we can.
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