PFS Pre Exam Revision - AF4 (Investment Planning) - Day 2

Thursday, 24 September 2020
9:30 am – 5:00 pm
    • Dean Scott

>> Event Overview

The Personal Finance Society Hants & Dorset and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford and Southampton have organised training days for those members who are studying for and taking the AF4 examination.

As AF4 is a large topic to cover, the training has been split into Day 1 and Day 2 to fully cover the subjects involved. Delegates are advised to attend both sessions.

Due to the COVID-19 pandemic, the Regional Committees have suspended all Face to Face events for 2020. This will be an online distance learning event.

The AF4 preparation days aim to increase your chances of passing the exam.

AF4 is a challenging exam and candidates need to be well prepared if they are to have a reasonable chance of passing. This will be very much a revision day so it’s important that you come with a reasonable knowledge of the main subjects of the syllabus.

>> Day 2

  • Company performance
  • Measurement of risk and return
  • Constructing an investment portfolio, investment styles and management of risk and return

>> More about our speaker

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 book your place / for more info

Your attendance will be confirmed once you have booked online. There is a maximum of 12 attendees on each day. If we are oversubscribed, you will be placed on a waiting list.

To attend, please book online via the following link:

Day 2 - 24th September

Any questions please email the Personal Finance Society Hants and Dorset Regional Committee on

  • Webinar

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