AF5 (Financial Planning Process) - online distance learning event

Tuesday, 01 June 2021
9:30 am – 4:30 pm
    • John Trayner FCII FPFS

>> Event Overview

The Personal Finance Society Hants & Dorset and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a 'distance learning' training day via an online and interactive conference video facillity for those members who are studying for and taking the AF5 examination in June 2021.

Due to the COVID-19 Pandemic the Regional Committees have suspended all Face to Face events for 2021 and this event will be run as an Online Distance Learning event.

This course is designed to help candidates feel more prepared for the exam and increase their chances of passing the exam.

>> Learning Objectives

By the end of the event, delegates will have gone through the fact find and prepared 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.

Cost: The cost of the days training will be £95 for Hants & Dorset, Surrey and Thames Valley PFS members and £125 for all other PFS members and £135 for non-PFS members.

We trust your integrity to select the correct option.

>> More about our speaker

John Trayner FCII FPFS, a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset Region’s exam revision programme since 2018.

>> To book your place / for more info

Your attendance will be confirmed once you have booked online. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

To attend, please book online via the following link:

AF5 – 1st June

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

  • Online

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