AF8 (Retirement Income Planning) Preparation Tester Event, Wednesday 4th December 2024 - online distance learning event

AF8 (Retirement Income Planning) Preparation Tester Event, Wednesday 4th December 2024

The Personal Finance Society Hants & Dorset, Surrey, Sussex and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Southampton and Sussex have organised a preparation Tester Event for those members, who are studying and submitting the coursework for the AF8 examination over a period of one year.

This event will be run as an Online Distance Learning event.

The cost of the day’s training will be £50 for Hants & Dorset, Surrey, Sussex, Tyne Tees and Thames Valley PFS members and £75 for all other PFS members and £100 for non-PFS members. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

We reserve the right to cancel this event should there be less than 6 delegates attending. Should this occur a full refund or transfer to an alternative course will be offered and some supporting material, at no extra cost, will be sent to the enrolled delegates.

The day will commence at 0930 sharp and finish by 1630, with breaks timetabled for lunch etc throughout the day.

This course is recorded and a copy is sent to all delegates.

The AF8 preparation day aims to help you prepare better for your coursework and help increase your chances of passing the exam.

Overall objective

To significantly improve delegates’ chances of passing the exam by revising the key technical points that are likely to be tested.

By the end of the event delegates will able to:

Evaluate the client’s financial and personal position:
• analyse and prioritise their main retirement and
estate planning aims and objectives;
• analyse income and expenditure, assets and
liabilities, taxation and estate planning position.

Utilise a range of financial planning tools and
evaluate the outcomes:
• cash flow planning;
• risk profiling;
• asset allocation.

Formulate suitable retirement income strategies:
• set suitable pension fund withdrawal strategies;
• set suitable savings and investment withdrawal
strategies;
• manage investment risk.

Formulate suitable strategies for:
• estate planning;
• later life issues;
• vulnerable clients.

Our 2024 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is Dean Scott FPFS, a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regions' exam revision programme since 2020.

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.