R02 Investment Principles & Risk

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.

R02 INVESTMENT PRINCIPLES AND RISK

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Access Duration: 6 months

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Overview

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

Credits awarded

20

Exam length

2 hours

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

R02 Study Programme (6 months platform access) - £99.00 + VAT

  • 73 pages and 38,000+ words of essential learning
  • 30 hours CPD awarded
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  • Pre-study knowledge tests
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  • Downloadable workbooks for offline learning
  • Assignments with model answers
  • Timed tests from a bank of 6000+ questions
  • End of module exam with instant feedback
  • Freedom to revisit content at any time
  • Freedom to re-sit exams multiple times
  • Flexible to suit your learning needs
  • ‘Ask the instructor’ messaging system
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