January - March 2021 Financial Service Revision Courses

The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised the following online distance learning revision courses below for the months of January, February and March 2021. A full exam revision programme has been organised for the whole of 2021. The dates of the future courses will be published in due course.

Cost:

RO/CF/ER exams = £49 member / £59 non-member

AF exams = £95 member/ £105 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
RO6 – Financial Planning Practice	Friday 22^nd January	Online Distance Learning (ODL)
JO2 - Trusts	Monday 25^th January	Online Distance Learning (ODL)
AF7 – Pensions Transfers	Thursday 28^th January	Online Distance Learning (ODL)
AF1 Day 1 – Personal Tax & Trust	Thursday 4^th February	Online Distance Learning (ODL)
AF1 Day 2 – Personal Tax & Trust	Friday 5^th February	Online Distance Learning (ODL)
CF6 – Mortgage Advice	Wednesday 10^th February	Online Distance Learning (ODL)
JO5 – Pension Income Options	Thursday 11^th February	Online Distance Learning (ODL)
RO5 - Protection	Wednesday 17^th February	Online Distance Learning (ODL)
AF5 – Financial Planning Process	Friday 19^th February	Online Distance Learning (ODL)
AF2 – Business Financial Planning	Tuesday 23^rd February	Online Distance Learning (ODL)
RO3 – Personal Taxation	Wednesday 3^rd March	Online Distance Learning (ODL)
AF4 Day 1 – Investment Planning	Wednesday 10^th March	Online Distance Learning (ODL)
ER1 – Equity Release	Wednesday 10^th March	Online Distance Learning (ODL)
RO1 – Financial Services, regulations & ethics	Wednesday 10^th March	Online Video Conference
AF4 Day 2 – Investment Planning	Thursday 11^th March	Online Distance Learning (ODL)
RO2 – Investment Principles & Risk	Tuesday 16^th March	Online Distance Learning (ODL)
RO7 – Advanced Mortgage Advice	Wednesday 24^th March	Online Distance Learning (ODL)
RO4 – Pensions & Retirement Planning	Wednesday 24^th March	Online Distance Learning (ODL)

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