(PFS) One-Day Revision Workshop for October 2019 - AF4

Brewin Dolphin
Friday, 04 October 2019
9:30 am – 4:30 pm (UK time)
    • Steve Davis, Financial Adviser Academy

Overview

We are pleased to offer a further day of revision from the Financial Adviser Academy for the October 2019 sitting of AF4 – Investment Planning

4th October 2019, 9.30am start, to finish at 4:30pm. Refreshments and buffet lunch will be provided.

Registration in advance is required. There are only 10 spaces available so act quickly to reserve your place.

A limited subsidised rate of £100 for the day is available for members of the Insurance Institute. £150 for all other delegates.

Learning objectives:-

  • To understand the key principles for cash, debt and calculators
  • Getting to grips with the core formulae and Accounts
  • Understand the assessment of the products tested in AF4
  • To understand ‘Benchmarking’ and Suitability
Venue
  • Brewin Dolphin
  • 2 Colton Square
  • Leicester
  • LE1 1QF

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.