AF5 (Financial Planning Process) Pre-Exam Training, Friday 19th February 2021 - online distance learning event
AF5 (Financial Planning Process) Pre-Exam Training, Friday 19th February 2021
The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the AF5 examination in March 2021.
The cost of the day’s training will be £95 for PFS members and £105 for non-PFS members. Your attendance will be confirmed once you have booked online. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.
The day will commence at 0930 sharp and finish by 1630, with breaks timetabled for lunch etc throughout the day.
Due to the COVID-19 pandemic, all face to face training organised by the Regional Committees has been suspended for 2021.
The AF5 preparation day aims to increase your chances of passing the exam.
The course objectives are:
To go through the fact find and preparing for the AF5 examination.
Delegates should fully familiarise themselves with the fact find beforehand. Delegates are also advised to look through the latest AF5 Examination Technical Guide.
Our 2021 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is John Trayner FCII FPFS, a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset Region’s exam revision programme since 2018.
Any questions please email the Hants and Dorset PFS Regional Committee on hantsanddorsetpfs@outlook.com.
To view our image and video capture consent statement, please click here.
Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Southampton, which is acting as the host institute for this event.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
6 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.