R02 Course - Investment Principles and Risk (CII Level 4) | Day 2, 5th Sep 2025

WHAT WE DO

Our R02 course is structured to help candidates succeed in the CII Level 4 Diploma module on Investment Principles and Risk. Our R02 revision courses review the syllabus and guide you through a question bank that mirrors the structure and difficulty of the actual CII exam, ensuring a solid grasp of the CII syllabus and helping you to pass the R02 exam.

WHY TAKE OUR R02 COURSE

• Precision-focussed revision course, to help you pass your R02 exam.
• Up to 100 mock questions created, as per the CII level of difficulty, and mapped directly to CII learning outcomes.
• Build your confidence and sharpen your exam strategy in just half a day.

WHAT DOES A COURSE INCLUDE

• The R02 syllabus consists of 9 Learning Outcomes, so the course is split into 2 x half-days for focus:
  • Half-Day 1: Learning Outcomes 1 & 6
  • Half-Day 2: Learning Outcomes 2–5 & 7-9
• The half-day sessions can be purchased individually or together.
• Each day features a LIVE ONLINE, tutor-led session guiding you through questions linked to the respective learning outcomes, with an emphasis on understanding the logic and context behind the correct answers.

LEARNING OUTCOMES (R02)

R02 – Investment Principles and Risk

Day 1

• LO1: Analyse the characteristics, inherent risks, behaviour and correlation of asset classes
• LO6: Analyse the characteristics, inherent risks, behaviours and relevant tax considerations of investment products

Day 2

• LO2: Understand the macro-economic environment and its impact on asset classes
• LO3: Understand the merits and limitations of the main investment theories
• LO4: Apply the principles of the time value of money
• LO5: Analyse and explain the nature and impact of the main types of risk on investment performance
• LO7: Apply the investment advice process
• LO8: Understand the principles of investment planning
• LO9: Analyse the performance of investments

HOW DOES IT WORK?

• Choose which R02 course dates, Day 1 or Day 2,  you want to attend. Each half-day session can be purchased individually or together, offering a saving of £20.00.
• Attend the LIVE ONLINE half-day sessions via Microsoft Teams
• Review key concepts and test your knowledge through guided question practice.

OUR TUTOR

Jane Alford is an experienced financial planning trainer with 12+ years’ experience in providing exam support for the Diploma in Regulated Financial Planning. Jane has a deep understanding of the industry and is dedicated to supporting professionals to achieve their qualifications.

HOW TO REGISTER

• Select which R02 course you wish to attend and choose the respective dates.
• Complete your booking.

What is the Diploma in Regulated Financial Planning (CII Level 4)?

The Diploma in Regulated Financial Planning (CII Level 4) is a nationally recognised qualification comprising 6 units designed for individuals seeking to become qualified financial advisers in the UK. Awarded by the Chartered Insurance Institute, the Diploma equips candidates with the core knowledge and skills required to provide sound financial advice across areas such as investments, pensions, protection and taxation.