PFS Hants and Dorset Regional Programme Summer / Autumn 2020

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a series of exam revision days and CPD events. Whether you are studying for your Diploma or Chartered designation, the study days have been organised to help our members pass the relevant exams.

RO/CF/ER exams = £41 member / £51 non-member

AF exams = £82 member/ £92 non-member

To book a course, please clink on the link (e.g. AF1) or please visit the Southampton Institute website at www.cii.co.uk/southampton

For all queries please email: hantsanddorsetpfs@outlook.com

Pre-Exam Revision/Event	Date	Venue
Soft Skills – Seminar 2 (1 hr)	Tuesday 21^st July	Online Distance Learning (ODL)
Soft Skills – Seminar 3 (1 hr)	Tuesday 28^th July	Online Distance Learning (ODL)
ER1 – Equity Release	Wednesday 5^th August	Online Distance Learning (ODL)
RO7 – Advanced mortgage advice	Thursday 13^th August	Online Distance Learning (ODL)
AF4 Day 1- Investment Planning	Thursday 3^rd September	Online Distance Learning (ODL)
AF4 Day 1 – Investment Planning	Friday 4^thSeptember	Online Distance Learning (ODL)
AF1 Day 1 - Personal Tax & Trust	Tuesday 8^th September	Online Distance Learning (ODL)
JO2 – Trusts	Wednesday 16^th September	Online Distance Learning (ODL)
AF7 – Pensions Transfers	Thursday 17^th September	Online Distance Learning (ODL)
AF2 – Business Financial Planning	Monday 21^st September	Online Distance Learning (ODL)
AF4 Day 2 – Investment Planning	Tuesday 22^nd September	Online Distance Learning (ODL)
AF2 – Business Financial Planning	Wednesday 23^rd September	Online Distance Learning (ODL)
AF4 Day 2 - Investment Planning	Thursday 24^th September	Online Distance Learning (ODL)
JO5 – Pension Income Options	Thursday 24^th September	Online Distance Learning (ODL)
AF1 Day 2 – Personal Tax & Trust	Friday 25^th September	Online Distance Learning (ODL)
RO6 – Financial Planning Practice	Wednesday 30^th September	Online Distance Learning (ODL)
AF5 – Financial Planning Process	Thursday 1^st October	Online Distance Learning (ODL)
AF5 – Financial Planning Process	Friday 2^nd October	Online Distance Learning (ODL)
RO6 – Financial Planning Practice	Friday 2^nd October	Online Distance Learning (ODL)
Protection and Investment Conference	Friday 23^rd October	Online Video Conference
RO2 – Investment Principles and Risk	Thursday 29^th October	Online Distance Learning (ODL)
CF6 – Mortgage Advice	Thursday 5^th November	Online Distance Learning (ODL)
RO1 half day – Financial services, regulation & ethics	Tuesday 10^th November	Online Distance Learning (ODL)
RO1 half day – Financial services, regulation & ethics	Tuesday 17^th November	Online Distance Learning (ODL)
RO4 – Pensions and Retirement Planning	Tuesday 17^th November	Online Distance Learning (ODL)
RO3 – Personal Taxation	Thursday 19^th November	Online Distance Learning (ODL)

PFS Hants Dorset Regional Programme 2020.docx
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