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R02 Investment Principles and Risk forms part of the Diploma in Regulated Financial Planning. The objective of this unit is to develop your knowledge and understanding of investment products and the application of the investment advice process. The exam is based on 9 learning outcomes with varying emphasis given to each section.
Forms part of:
The Diploma in Regulated Financial Planning
2 hours [Exam needs to be booked and paid directly to CII in addition to this study support]
100 questions. 72 standard format consisting of one correct answer. 28 multiple-response with more than one correct answer.
In the region of 65%
Learning outcome 1:
Analyse the characteristics, inherent risks, behaviour and correlation of asset classes
Learning outcome 2:
Understand the macro-economic environment and its impact on asset classes
Learning outcome 3:
Understand the merits and limitations of the main investment theories
Learning outcome 4:
Apply the principles of the time value of money
Learning outcome 5:
Analyse and explain the nature and impact of the main types of risk on investment performance
Learning outcome 6:
Analyse the characteristics, inherent risks and relevant tax considerations of investment products
Learning outcome 7:
Apply the investment advice process
Learning outcome 8:
Understand the principles of investment planning
Learning outcome 9:
Analyse the performance of investments
Who is this course for?
Individuals wishing to complete the Chartered Insurance Institute's Diploma in Regulated Financial Planning
Paraplanner, IFA, Financial Planner, Wealth Planning and Sales Support
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