AF5 (Financial Planning Process) Pre-Exam Training, Monday 5th September 2022 - online distance learning event
The cost of the day’s training will be £149 for Hants & Dorset, Surrey and Thames Valley PFS members and £149 for all other PFS members and £159 for non-PFS members. 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 day will commence at 0930 sharp and finish by 1630, with breaks timetabled for lunch etc throughout the day.
This course is recorded and a copy will be sent to all delegates.
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.
Our 2022 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is John Trayner FPFS, a member of L&D Digital Solutions Team.
Any questions please email the Hants and Dorset PFS Regional Committee on hantsanddorsetpfs@outlook.com.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
6 1/2 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.