AF5 - Financial Planning Process Revision Day- 04/10/2019
AF5 - Financial Planning Process Revision Day
Friday 4th October 2019
Arrival 09:00
Start Time 09:30
Finish Time 16:30
NO parking is available
The Regent Centre Metro station is a 5 minute walk away where there is also a car park at a cost of £1 a day. There is also payable on street parking around the area.
The cost is £50.00 per person and lunch is provided.
The trainer is Anthony O’Neil who is a CII accredited trainer.
Learning Objectives:
- Explore the Fact Find in detail,
- Clarify areas of concern in the Fact Find,
- Discover what the examiner is looking for,
- Discuss common mistakes and how to avoid them,
- Explain useful revision and exam techniques.
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the October 2019 exam.
You are expected to have a good understanding of the syllabus before attending the revision day, this should not be a starting point for your revision.
THERE IS A LIMITED NUMBER OF SPACES AVAILABLE SO THIS COURSE IS FIRST COME FIRST SERVED
Please contact Omar Din, the Professional Qualifications Officer for the Tyne Tees PFS Region on 01912268415 or omar.din@taitwalker.co.uk if you require assistance.
Venue
- MHA Tait Walker, Henry Street, Bulman House, Regent Centre
- Gosforth
- Newcastle upon Tyne
- NE3 3LS
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
7 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.