AF5 (Financial Planning Process) Workshop - April 3rd 2019 - Poole

Cost: £50 for PFS members and £60 for non-PFS members.

There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.

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 Dorset based members of the PFS Hants and Dorset Region.

The course will be led by John Trayner FCII FPFS who runs his own training business. The cost of the day’s training will be £50 for PFS members and £60 for non PFS members. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.

The venue is Strategic Solutions, Suite 11, Branksome Park House, Branksome Business Park, Bourne Valley Road, Poole, Dorset BH12 1ED. No parking at the venue, however plenty of street parking with 10 minutes’ walk.

The day will commence at 09:30 sharp and finish by 16:45.

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.

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 or £60 course fee.