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How to revise the RO3 Tax exam 

By  Lysette Offley

How to revise the RO3 Tax exam - Photo of man revisingRO3 Tax and Study Skills one day session A snip at £50 + VAT

23rd January 2012 9:00 AM – 4:30 PM Seven Investment Management, 125 Old Broad Street, London, EC2N 1AR

This event covers both the technical knowledge you need for the tax exam and also the study skills techniques you need so that you know how to revise the information and keep it fresh in your mind to pass the exam first time.

Structure of the day

Session 1 Edward Grant will cover the main tax topics you need to know to pass the RO3 Taxation exam and you will receive copies of slides and hand-outs to support your post session learning.

  • Understand the UK tax system as relevant to the needs and circumstances of individuals and trusts.
  • Analyse the taxation of investments as relevant to the needs and circumstances of individuals and trusts.
  • Analyse the role and relevance of tax in the financial affairs of individuals and trusts.
  • Apply the knowledge of personal taxation to the provision of investment advice.

Session 2 Lysette Offley of Genius Material will give you tips and techniques to make your study efficient and effective, explaining how your brain works and how to revise to pass exams first time.

This one-day session is only £50 + VAT per delegate including your delegate pack and lunch, which has kindly been sponsored by 7IM

For more information, go to the Genius Material website.

Lysette Offley


With 40 years of experience, Lysette Offley is a Memory and Mindset Coach to women and men at the top of their game in the Financial Services Industry who recognise the value of continual personal and professional development and support to achieve a healthy work-life balance, along with satisfaction and fulfilment.

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