Remote Pre-Exam Training. AF5 (Financial Planning Process)

Friday, 03 July 2020
9:30 am – 5:00 pm

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the examination.

Priority will be given to Dorset based members of the PFS Hants and Dorset Region.

All MCQ (Multiple Choice Questions) Exams are available to book from 1st June for June and there is availability for July as well and August will follow very shortly.

All centres will be requested to have a 2 metre gap between desk / computer pods.

Further details available at:!#online-mcq-exams-coronavirus-update

The cost of the day’s training will be £82 for PFS members and £92 for non-PFS members.

Your attendance will be confirmed once you have booked online.

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

Due to the COVID-19 pandemic, all face to face training organised by committee has been suspended until further notice by HM Government and the PFS and CII centrally.

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.

The course trainer is Dean Scott, who via his firm L&D Digital provide comprehensive financial services training support to the CII and some major financial institutions.

To attend, please book online via the following link

Any questions please email the Hants and Dorset PFS Regional Committee on

Paul Dyer
The Insurance Institute of Bournemouth

For details of forthcoming CII events across the region, visit