PFS AF7 One-Day Intensive Revision Day

Brewin Dolphin
Friday, 06 March 2020
9:00 am – 4:30 pm
    • Steve Davis, The Financial Adviser Academy

Your Council are delighted to announce a full day training workshop. Join us for an AF7 revision day, held at the Brewin Dolphin office in Ipswich.

Please note - A maximum of 12 will be accommodated on this course.

Timing: 09:00 for coffee, 09:30 start and close 16:30. Lunch will be provided.

WHAT’S COVERED

Sitting in the Examiner’s shoes – how marks are won and lost

  • Triage and further information
  • Transfer timescales
  • Statement of entitlement
  • Calculating the CETV
  • TVAR
  • Death benefits
  • Lifetime Allowance protections
  • APTA – transfer factors – stay or go?

ABOUT THE TRAINER
Steve Davis is a CII -accredited trainer at advanced level with over 1,000 CII exam
credits. Find out more about Steve and The Financial Adviser Academy via the
following link:
http://www.financialadviseracademy.org.uk/meet-the-team



Venue
  • Fraser House
  • 23 Museum Street
  • Ipswich
  • IP1 1HN
View map

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

5 1/2 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 www.cii.co.uk/cpd.