R04 Revision Day 06.12
We are pleased to announce that booking for the R04 Pensions and retirement planning revision course is now open.
This revision course is brought to you with Astute Pensions and the Insurance Institute of Preston and Blackpool. The full day course is designed to develop knowledge and understanding of and ability to analyse pension and retirement planning issues, in relation to the R04 module.
Trainer: Tom Ryan, APFS of Astute Pensions
Cost: £25 including lunch and refreshments
Learning Objectives
By the end of this course, delegates will be be able to:
-explore the syllabus in detail
-clarify areas of concern in the syllabus
-discover what the examiner is looking for
-discuss common mistakes and how to avoid them
-explain useful revision and exam techniques
Trainer Biography
Tom has worked at Astute since March 2015, as the business development and compliance manager. Tom previously worked for the group that owned one of the largest SIPP providers in the UK, as a compliance and training manager, a role he held for 16 years. Tom also serves on the regional Personal Finance Society committee and has done so for the last 17 years. He is currently the education officer for the region. Tom is both a Chartered Financial Planner and a Certified Financial Planner, and has worked in this profession since the late 80s.
Refreshments: Tea coffee on arrival and during morning and afternoon breaks; buffet lunch served.
Booking Terms
The course must receive a minimum number of 6 registrations to run. Registrations followed by non-attendance will incur the charge of £25.00 to cover refreshment costs, unless 3 working days notice is given by email to sandra.mcdonald@cii.co.uk you will receive confirmation of your cancellation. By proceeding with the registration you agree to these terms and conditions. Your details will be shared with Astute Pensions so that they can invoice you directly.
Check if there are places remaining on courses in other areas on 5th Oct instead!
To view our image and video capture consent statement, please click here.
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.