Wed 13 Jan. 2021

Financial Services Revision Courses

PFS online distance learning revision courses for the months of January, February and March 2021. Great opportunities to progress your career development!

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

Pre-Exam Revision/Event

Date

Venue

RO6 – Financial Planning Practice

Friday 22nd January

Online Distance Learning (ODL)

JO2 - Trusts

Monday 25th January

Online Distance Learning (ODL)

AF7 – Pensions Transfers

Thursday 28th January

Online Distance Learning (ODL)

AF1 Day 1 – Personal Tax & Trust

Thursday 4th February

Online Distance Learning (ODL)

AF1 Day 2 – Personal Tax & Trust

Friday 5th February

Online Distance Learning (ODL)

CF6 – Mortgage Advice

Wednesday 10th February

Online Distance Learning (ODL)

JO5 – Pension Income Options

Thursday 11th February

Online Distance Learning (ODL)

RO5 - Protection

Wednesday 17th February

Online Distance Learning (ODL)

AF5 – Financial Planning Process

Friday 19th February

Online Distance Learning (ODL)

AF2 – Business Financial Planning

Tuesday 23rd February

Online Distance Learning (ODL)

RO3 – Personal Taxation

Wednesday 3rd March

Online Distance Learning (ODL)

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)