This revision session should appeal to all those studying for their CII Investment Principles and Risk (R02) examination who would benefit from two supported study days delivered by a fully Provence-qualified learning practitioner. It is also great as a refresher course on the main investment asset types; the tax advantages offered by various wrappers and how they tie in with the financial advice process. These workshops are designed to bring to life the content covered in the study text. Students are expected to have their own study text and already have a good level of comprehension on the subject in order to get the most out of the session.
Internally, we want to provide financial planners, of all shapes and sizes, with the best support services around. We want to empower and enable them to focus on providing the ultimate service to their clients; while we take care of the rest.
We want to keep pushing financial services forward, helping develop it into a profession, understood and acknowledged by other professional services. And we want to do it all with a smile on our faces.
Externally, we want to shout about how brilliant a career in finance is! It is such an under-represented career, and we are passionate about highlighting the many amazing paths and options that are available in financial services, to encourage people from all walks of life to choose finance as their future.