PFS CPD Event - AF7 Revision Day **POSTPONED***
***POSTPONED DUE TO RECENT CIRCUMSTANCES***
Learning objectives:
By the end of this session delegates will be able to identify:
- AF7 exam requirements and techniques
- FCA rules for Transfers
- DB transfers : rules, options, advice
- CETVs and Transfer Value Analysis
- Investment, Death benefit options, Retirement options
- Overview of the main other knowledge requirements for the AF7 exam
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Trainer:
Julia Holyoake
Julia Holyoake FCII APFS Cert Ed Chartered Insurer is a highly qualified Financial Services expert with a natural enthusiasm for the subject area. Excellent 1st time pass rate for Diploma and Advanced Diploma exams and 30 years’ experience in the industry and in designing and delivering both technical and exam based courses.
Please note that due to the nature of this event there are limited spaces available.
Venue
- The Kennford Room
- The Exeter Court Hotel
- Kennford
- EX6 7UX
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
6 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.