AF5 Pre Exam Training Day
AF5 (Financial Planning Process) Pre-Exam Training, Thursday April 12th, Fareham.
The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institute of Southampton have organised a training day for those members who are studying for and taking the AF5 examination. Priority will be given to Hampshire based members of the PFS Hants and Dorset Region.
DSW Consulting will be providing the training. The cost of the day’s training will be £50. Your attendance will be confirmed once the member has paid the fee invoice. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.
The venue is the offices of Brooks MacDonald, The Long Barn, Dean Estate, Wickham Road, Fareham, PO17 5BN.
The day will commence at 0930 sharp and finish by 1645.
The AF5 preparation day aims to increase your chances of passing the exam.
The course objectives are:
To go through the fact find and preparing for the AF5 examination.
Delegates should fully familiarise themselves with the fact find beforehand. Delegates are also advised to look through the latest AF5 Examination Technical Guide.
Lunch will be provided.
To attend, please email the Hants and Dorset PFS Regional Committee on hantsanddorsetpfs@outlook.com and your attendance will be confirmed on payment of the £50 course fee.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
7 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.