Wed 26 May 2021

Financial Services Revision Days Summer and Autumn 2021

Financial Service Revision Courses

Dear Member,

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 remainder of 2021. Further courses for the Autumn written examinations re AF1, AF2 resits, AF4, AF5, AF7 and RO6 will be added to our programme over the coming weeks. Please check our website Forthcoming events (cii.co.uk) for further updates.

Cost:

RO/CF/ER exams = £49 for PFS Hants & Dorset, Thames Valley and Surrey members only;

£69 for all other PFS members; £79 for non PFS members;

AF exams = £95 for PFS Hants & Dorset, Thames Valley and Surrey members only;

£125 for all other PFS members; £135 for non PFS members;

To book a course, please clink on the link (e.g. AF1) 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 and President the Insurance Institute of Southampton

Colin Simmons, Chair PFS Thames Valley Region

Steve Sexton, Professional Qualifications Officer PFS Thames Valley Region

Mark Raybould, Chair and Professional Qualifications Officer PFS Surrey Region

Pre-Exam Revision/Event

Date

Venue

AF5 – Financial Planning Process

Tuesday 1st June

Online Distance Learning (ODL)

RO3 – Personal Taxation

Tuesday 8th June

Online Distance Learning (ODL)

AF4 Day 1 – Investment Planning

Monday 14th June

Online Distance Learning (ODL)

RO4 – Pensions & Retirement Planning

Tuesday 15th June

Online Distance Learning (ODL)

AF4 Day 2 – Investment Planning

Wednesday 16th June

Online Distance Learning (ODL)

ER1 – Equity Release

Wednesday 16th June

Online Distance Learning (ODL)

RO7 – Advanced Mortgage Advice

Wednesday 23rd June

Online Distance Learning (ODL)

RO6 – Financial Planning Practice

Wednesday 30th June

Online Distance Learning (ODL)

RO1 – Financial Services, regulations & ethics

Wednesday 7th July

Online Distance Learning (ODL)

RO2 – Investment Principles & Risk

Friday 9th July

Online Distance Learning (ODL)

CF6- Mortgage Advice

Wednesday 14th July

Online Distance Learning (ODL)

RO5 - Protection

Wednesday 28th July

Online Distance Learning (ODL)

RO3 – Personal Taxation

Wednesday 1st September

Online Distance Learning (ODL)

RO4 – Pensions & Retirement Planning

Friday 3rd September

Online Video Conference

ER1 – Equity Release

Wednesday 8th September

Online Distance Learning (ODL)

RO7 – Advanced Mortgage Advice

Wednesday 22nd September

Online Distance Learning (ODL)

CF6 – Mortgage Advice

Wednesday 13th October

Online Distance Learning (ODL)

RO5 - Protection

Wednesday 27th October

Online Distance Learning (ODL)

RO1 – Financial Services, regulations & ethics

Tuesday 2nd November

Online Distance Learning (ODL)

RO2 – Investment Principles & Risk

Tuesday 9th November

Online Distance Learning (ODL)

ER1 – Equity Release

Wednesday 10th November

Online Distance Learning (ODL)

RO3 – Personal Taxation

Tuesday 16th November

Online Distance Learning (ODL)

RO4 – Pensions & Retirement Planning

Tuesday 23rd November

Online Distance Learning (ODL)

RO7 – Advanced Mortgage Advice

Wednesday 24th November

Online Distance Learning (ODL)