Mon 8 Mar. 2021

Financial Service Revision Courses

Financial Service Revision Courses

Dear Member,

The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised the following online distance learning revision courses below for the months of January, February and March 2021. A full exam revision programme has been organised for the whole of 2021. The dates of the future courses will be published in due course.

Cost:

RO/CF/ER exams = £49 member / £59 non-member

AF exams = £95 member/ £105 non-member

To book a course, please clink on the link (e.g. AF1) or please visit the Southampton Institute website at Forthcoming events (cii.co.uk)

For all queries please email: hantsanddorsetpfs@outlook.com

Yours sincerely,

Kevin Forbes, Chair PFS Hants & Dorset Region

Ed Morell, Professional Qualifications Officer PFS Hants & Dorset Region

Colin Simmons, Chair PFS Thames Valley Region

Steve Sexton, Professional Qualifications Officer PFS Thames Valley Region

Mark Raybould, Chair and Professional Qualifications Officer PFS Surrey Region

Pre-Exam Revision/Event

Date

Venue

AF4 Day 1 – Investment Planning

Wednesday 10th March

Online Distance Learning (ODL)

ER1 – Equity Release

Wednesday 10th March

Online Distance Learning (ODL)

RO1 – Financial Services, regulations & ethics

Wednesday 10th March

Online Video Conference

AF4 Day 2 – Investment Planning

Thursday 11th March

Online Distance Learning (ODL)

RO2 – Investment Principles & Risk

Tuesday 16th March

Online Distance Learning (ODL)

RO7 – Advanced Mortgage Advice

Wednesday 24th March

Online Distance Learning (ODL)

RO4 – Pensions & Retirement Planning

Wednesday 24th March

Online Distance Learning (ODL)