[PFS] One-Day Revision Workshop for October 2018 AF7 Exam

Clear Sky Financial Consulting Ltd
Thursday, 04 October 2018
9:00 am – 4:00 pm (UK time)
    • Tracey Henson Dip PFS, Founder and MD, Clear Sky Financial Consulting

After the success of previous courses, we are pleased to offer a further day of revision from CII accredited trainer Tracey Henson for the October 2018 sitting of AF7 - Pension Transfers

4th October 2018, 9am for a 9.30 start, to finish at 4pm. Refreshments and buffet lunch will be provided.

Registration in advance is required. There are only 8 spaces available so act quickly to reserve your place.

A limited subsidised rate of £100 for the day is available for members of the Leicester, Lincoln, Northampton and Nottingham Insurance Institutes. £150 for all other delegates.

Learning objectives

  • To bring candidates up to date with the fundamental aspects of the pension transfer process.
  • To understand the implications of transferring between different types of pensions.
  • Advise on pension transfers in a range of client specific circumstances.

Parking is available at the NCP multi-story on East Street. Book in advance for lower cost entry at £21 for the day - click here.

Alternative parking available at Just Park, also on East Street. Day rate is £5.10 and must be booked in advance online - click here.

Clear Sky House is also less than five minutes walk from Leicester train station.

Venue
  • Clear Sky House
  • 104 New Walk
  • Leicester
  • LE1 7EA
View map

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 www.cii.co.uk/cpd.