Forthcoming events

This month

PFS Pre Exam Revision - ER1 (Equity Release)

  • Wed 05 Aug 9:30 am – 5:00 pm
  • Webinar
    • Paul Archer

By the end of the course, delegates will have covered the key elements of the ER1 syllabus and what is required to pass the examination.

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PFS Pre Exam Revision - R07 (Advanced Mortgage Advice)

  • Thu 13 Aug 9:30 am – 5:00 pm
  • Webinar
    • Paul Archer

By the end of the course, delegates will have covered the key elements of the ER1 syllabus and what is required to pass the examination.

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Financial Planning for Millennials in the era of COVID, a MUST for Financial Planners

  • Wed 19 Aug 12:30 pm – 1:30 pm
  • Webinar
    • Richard Sheppard

Back in 2006, the Retail Distribution Review was launched by our regulator with several objectives – one being the removal of commission from investment products. This lead to a mass of work by all manner of bodies guiding advisers in how to make their businesses more efficient in order to remain profitable. This included the suggestion that embracing social media, telephone and video conferencing along with other suggestions could reduce the need for travel and therefore reduce the time taken to communicate effectively with both clients and prospects. On the whole, it didn’t catch on!! Until now.

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All forthcoming events

PFS Pre Exam Revision - J02 (Trusts)

  • Wed 16 Sep 9:30 am – 4:30 pm
    • John Trayner FCII FPFS

The aim of this training day is to significantly improve delegates’ chances of passing the exam by developing an understanding of the key technical points that are likely to be tested.

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PFS Pre Exam Revision - J05 (Pension Income Options)

  • Thu 24 Sep 9:30 am – 4:30 pm
    • John Trayner FCII FPFS

Delegates will have covered the key elements of the JO5 syllabus with the emphasis on the CII Learning Outcomes; and will have been introduced to the exam format and adopting a suitable exam technique.

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