AF4 (Investment Planning) Pre Exam Training, Thursday 6th & Friday 7th February 2025 - online distance learning event

AF4 (Investment Planning) Pre Exam Training, Day 1 - Thursday 6th February 2025, Day 2 - Friday 7th February 2025

The Personal Finance Society Hants & Dorset, Surrey, Sussex, Thames Valley, Tyne Tees and Yorkshire Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Sussex, Newcastle, York and Southampton have organised a training day for those members who are studying for and taking the AF4 examination.

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

The cost of both the two days training will be £100 for PFS Hants & Dorset, Thames Valley, Surrey, Sussex, Tyne Tees and Yorkshire members. £150 for all other PFS members and £200 for non PFS members.

A copy of the two days recorded sessions and supporting material will be made available to the delegates. 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 days will commence at 0930 sharp and finish by 1630, with breaks timetabled for lunch etc throughout the day.

The AF4 preparation days aims to increase your chances of passing the exam.

AF4 is a challenging exam and candidates need to be well prepared if they are to have a reasonable chance of passing.

This will be very much a revision days so it’s important that you come with a reasonable knowledge of the main subjects of the syllabus.

Day 1:

• Economics and the impact on investments

• Features, risks and returns of direct investments and collective investments

• Range of portfolio management services

Day 2:

• Company performance

• Measurement of risk and return

• Constructing an investment portfolio, investment styles and management of risk and return

Our 2025 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. Any questions please email the Hants and Dorset PFS Regional Committee on hantsanddorsetpfs@outlook.com.

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