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Investment principles and risk

R02 (20 CII credits – Diploma level)

The objective of this unit is to develop knowledge and understanding of investment products and the application of the investment advice process.

Download 2018/19 syllabus (PDF)

Download 2018/19 exam guide (PDF)

Download 2019/20 syllabus (PDF)

Download 2019/20 exam guide (PDF)

Assessment 

  • 2 hour exam
  • 100 multiple choice questions
  • 65% nominal pass mark (the actual pass mark may vary from one session to another to ensure consistency in pass standards)

Recommended study hours: 60 (will vary depending on your experience and ability)

Prepare for success with Enrolment plus

Improve your chances of exam success with Enrolment plus and receive extra R02 revision aids with your enrolment.

Save while you study: Members and non-members save £64 purchasing extra revision aids with Enrolment plus.

Printed and digital options

By purchasing the ‘Printed and digital’ option, you will incur an additional charge for postage and packaging:

£7 per order: UK, Channel Isles, Isle of Man, Republic of Ireland, Malta and Gibraltar.

£15 per order: All other countries.

For more information on Digital-only options, please visit: 'Digital Only' FAQ's

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Enrolment plus – 2019–20 edition (applicable to exams sat 01 Sep 19 to 31 Aug 20)

Information Study text, exam entry and additional revision aids

  • Non-members £376.00
  • Members £276.00

Enrolment – 2019–20 edition (applicable to exams sat 01 Sep 19 to 31 Aug 20)

Information Study text and exam entry

  • Non-members £270.00
  • Members £190.00

Information Upgrade to Enrolment plus

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Book exam without Enrolment/Enrolment plus or redeem exam voucher or book re-sit

Information Unit R02 exam

Prices displayed apply to those who wish to book an exam without an Enrolment/Enrolment Plus or wish to purchase an exam re-sit. You can also book here if you have a valid exam voucher for which you will not be charged.

  • Non-members £150.00
  • Members £110.00

Revision aids – 2019–20 edition (applicable to exams sat 01 Sep 19 to 31 Aug 20)

Information Key facts booklet (Digital only)

  • Non-members £35.00
  • Members £30.00

Information Key facts booklet (Printed and digital)

  • Non-members £35.00
  • Members £30.00

Information Question pack 1

  • Non-members £35.00
  • Members £30.00

Information Question pack 2

  • Non-members £35.00
  • Members £30.00

Information Learn online tutorial

  • Non-members £50.00
  • Members £45.00

Information Audio revision

  • Non-members £50.00
  • Members £45.00

Study text renewal

Information Update your study text to the next edition (Digital only)

  • Non-members £65.00
  • Members £40.00

Information Update your study text to the next edition (Printed and digital)

  • Non-members £65.00
  • Members £40.00