CII R02 - Investment Principles & Risks

Remote, structured, own paced learning getting you exam ready!

RM Advance Limited


£118.80 inc VAT
Or £39.60/mo. for 3 months... Read more
Study method
Online, self-paced
30 hours
Access to content
6 months
No formal qualification
30 CPD hours / points
Additional info
  • Certificate of completion available and is included in the price

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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.


30 CPD hours / points
Accredited by The CPD Standards Office


Forms part of:

The Diploma in Regulated Financial Planning

Credits awarded:


Exam length:

2 hours [Exam needs to be booked and paid directly to CII in addition to this study support]

Exam type:

Multiple choice

Exam content:

100 questions. 72 standard format consisting of one correct answer. 28 multiple-response with more than one correct answer.

Pass mark:

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

Career path

Paraplanner, IFA, Financial Planner, Wealth Planning and Sales Support

Questions and answers

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What does study method mean?

Study method describes the format in which the course will be delivered. At courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

What are CPD hours/points?

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on, many of which can be completed online.

What is a ‘regulated qualification’?

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

What is an ‘endorsed’ course?

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as ABC Awards and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.


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