Your Path to a Career in Financial Services - Digital

R02: The Syllabus and Learning Outcomes The syllabus aims to develop the learner’s knowledge and understanding of investment products and the application of the investment advice process. It does this by splitting the learning over 9 learning outcomes:

E x p e c t e d N u m b e r o f Q u e s t i o n s i n E x a m

L e a r n i n g O u t c o m e s

A n a l y s e t h e c h a r a c t e r i s t i c s , i n h e r e n t r i s k s , b e h a v i o u r a n d c o r r e l a t i o n o f a s s e t c l a s s e s

1 7 s t a n d a r d / 1 1 m u l t i p l e r e s p o n s e

U n d e r s t a n d t h e m a c r o - e c o n o m i c e n v i r o n m e n t a n d i t s i m p a c t o n a s s e t c l a s s e s

6 s t a n d a r d

U n d e r s t a n d t h e m e r i t s a n d l i m i t a t i o n s o f t h e m a i n i n v e s t m e n t t h e o r i e s

7 s t a n d a r d

A p p l y t h e p r i n c i p l e s o f t h e t i m e v a l u e o f m o n e y

3 s t a n d a r d

A n a l y s e a n d e x p l a i n t h e n a t u r e a n d i m p a c t o f t h e m a i n t y p e s o f r i s k o n i n v e s t m e n t p e r f o r m a n c e

5 s t a n d a r d

A n a l y s e t h e c h a r a c t e r i s t i c s , i n h e r e n t r i s k s a n d r e l e v a n t t a x c o n s i d e r a t i o n s o f i n v e s t m e n t p r o d u c t s

1 5 s t a n d a r d / 7 m u l t i p l e r e s p o n s e

A p p l y t h e i n v e s t m e n t a d v i c e p r o c e s s

1 1 s t a n d a r d

U n d e r s t a n d t h e p r i n c i p l e s o f i n v e s t m e n t p l a n n i n g

8 s t a n d a r d

A n a l y s e t h e p e r f o r m a n c e o f i n v e s t m e n t s

1 0 m u l t i p l e r e s p o n s e

With the R02 syllabus areas, Learning Outcomes one and six represent half of the available marks between them, with the other half of the marks split between the other seven areas. This will mean more time needs to be spent on these areas- however, these areas will assist in developing a strong understanding of some of the principles that will appear in other areas).

To find out more about the CII’s R02 Course, including the latest course availablity, curent tuition pricing or to register your interest, please click here . Alternatively contact Lowes Financial Academy on 0191 287 8717 or email at Academy@Lowes.co.uk.

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