Financial Service Revision Courses 2022

Thursday, 01 September 2022 – Saturday, 31 December 2022

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 Q3 and Q4 2022.

Please check our website – the Insurance Institute of Southampton Forthcoming events (cii.co.uk) or the PFS Regional website Hants & Dorset – PFS Regional updates (pfs-regions.org) for our programme of events.

Cost:

RO/CF/ER exams = £99 for PFS Hants & Dorset, Thames Valley and Surrey members;

£99 for all other PFS members; £109 for non PFS members;

AF exams = £149 for PFS Hants & Dorset, Thames Valley and Surrey members only;

AF4 & AF1 only (2 Day Courses) = £249 for PFS Hants & Dorset, Thames Valley and Surrey members only;

£249 for all other PFS members; £269 for non PFS members;

To book a course, please clink on the link (e.g. RO4) or please visit the Southampton Institute website at Events (cii.co.uk)

For all queries please email: hantsanddorsetpfs@outlook.com

Yours sincerely,

Kevin Forbes, Chair PFS Hants & Dorset Region

Ed Morell, Professional Qualifications Officer PFS Hants & Dorset Region

Colin Simmons, Chair PFS Thames Valley Region

Myles Bigland, Professional Qualifications Officer PFS Thames Valley Region

Mark Raybould, Chair and Professional Qualifications Officer PFS Surrey Region

Pre-Exam Revision/Event

Date

Venue

J12 (Securities Advice & Dealing)

Tuesday 2nd August

Online Distance Learning (ODL)

AF1 Day 1 & Day 2 - Personal Tax & Trust Planning

Tuesday 16th August & Wednesday 17th August

Online Distance Learning (ODL)

AF4 Day 1 & Day 2 – Investment Planning

Monday 22nd August & Friday 26th August

Online Distance Learning (ODL)

JO2 - Trusts

Tuesday 30th August

Online Distance Learning (ODL)

JO5 – Pension Income Options

Thursday 1st September

Online Distance Learning (ODL)

AF7 – Pension Transfers

Friday 2nd September

Online Distance Learning (ODL)

AF5 – Financial Planning

Monday 5th September

Online Distance Learning (ODL)

RO6 – Financial Planning Process

Tuesday 20th September

Online Distance Learning (ODL)

RO3 – Personal Taxation

Monday 26th September

Online Distance Learning (ODL)

RO1 – Financial Services, regulations & ethics

Wednesday 28th September

Online Distance Learning (ODL)

RO2 – Investment Principles & Risk

Thursday 29th September

Online Distance Learning (ODL)

RO5 - Protection

Thursday 29th September

Online Distance Learning (ODL)

RO4 – Pensions & Retirement Planning

Tuesday 4th October

Online Distance Learning (ODL)

RO1 – Financial Services, regulations & ethics

Tuesday 18th October

Online Distance Learning (ODL)

RO2 – Investment Principles & Risk

Tuesday 1st November

Online Distance Learning (ODL)

Festival of Financial Planning

Tuesday 1st November & Wednesday 2nd November

NEC Birmingham

PFS Regional Conference

Thursday 10th November

Ageas Hilton, Hedge End

Society of Mortgage Professionals Breakfast

Thursday 10th November -0845 to 1005

Ageas Hilton, Hedge End

RO3 – Personal Taxation

Friday 11th November

Online Distance Learning (ODL)

RO4 – Pensions & Retirement Planning

Friday 18th November

Online Distance Learning (ODL)

RO5 - Protection

Tuesday 22nd November

Online Distance Learning (ODL)

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