EVENT TICKET – R02 Workshop: Learning Outcomes 7 and 8 | 15th October 2026

EVENT TICKET – R02 Workshop: Learning Outcomes 7 and 8 | 15th October 2026

This is a Paid Event

EVENT DETAILS

Event Starts on: 15 October 2026
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£110 +VAT
LEICESTERSHIRE, NOTTINGHAM & NORTHAMPTON MEMBER COST:
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£110.00 (£132.00 inc. VAT)

13 in stock

Event Information

Attending a remote workshop can help consolidate the key knowledge required for an exam pass.

What is the BTS R02 workshop like?   The workshop concentrates on honing your understanding and application of the heaviest-weighted learning outcomes in the R02 syllabus. Our workshop consists of a fun-packed day led by a BTS trainer, plus the company of other candidates in the same position as you. You will spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this.

In this 1-day workshop we will cover: LO7 Investment advice process and LO8 Understand the principles of investment planning. LO7 looks at how the investment advice process is actually applied including advice regarding asset allocation. Understanding the principles of investment planning comes under LO8. We will examine the portfolio optimisation, strategic asset allocation and how we can make sure that a client’s portfolio matches their objectives. We will also introduce key areas from other R02 Learning Outcomes where we can.

Please note: This workshop is split into two separate bookings to allow learners flexibility to book one or both days. The 1st part to this this workshop is on 1st October (bookable here) and covers:

LO1: Asset classes and LO6: Investment Products With LO1, we will be assessing how different asset classes behave, the risks they carry, and how they correlate with one another. We will also look at different type of risk, and how we can reduce the risk across the various asset classes. When we move onto LO6, we will look at what different investment products are like, the risks they come with, how they tend to behave, and any tax points to keep in mind. Various trusts, funds and savings products will be discussed.

The workshop is ideal either for some last minute exam revision, or if you are at the start of your studies and perhaps struggling with all those formulae!

What makes the R02 workshop so useful?

A workshop is a live event where you can benefit not just from the BTS trainer but also from working alongside others studying for the same exam.

Discussions within the group can help to reassure you and improve your understanding of key exam areas.

You’ll get out of your day as much as you put in (and more!).

After the workshop you will have 120-days access to a set of digital revision materials which include:

slides from the workshop, practice tests, technical revision sheets and a specimen exam with explained answers, so you continue your learning after the event.

You’ll also be able to continue your conversations with your fellow R02 candidates in our student-led forums.

 

 

Delivered on Zoom. Places are limited.

The workshop will be held on a Thursday.

The 1st part to this this workshop is on 16th July (bookable here).

The day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

Please be advised that these sessions will be recorded for internal training and quality purposes only. Recordings won’t be shared with attendees after the workshop, so live attendance is required.

Cancellation Policy:

The viability of a workshop is based on minimum delegate numbers.

If you need to cancel your space, please let us know in writing as soon as possible and no later than two weeks prior to the start date.

Cancellations after this point will not be refunded unless a replacement delegate can be found, as this would impact on the course for your fellow delegates.

If BTS cancels the workshop, the cost of attending the workshop will be refunded in full.

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