CII Investment Planning (AF4) Study Programme – April 2017

Tuesday, 14 March 2017 – Wednesday, 15 March 2017
9:00 am – 5:00 pm (UK time)

CII Pension Planning (AF4) Study Programme – April 2017 Exam

Sheffield CII (Life & Pensions Society) are pleased to offer a three-day study programme in preparation for the April 2017 sitting of the AF4 exam, in association with The Financial Adviser Academy.

DATES 14th & 15th March 2017

LOCATION AMP Technology Centre; Advanced Manufacturing Park, Brunel Way Rotherham, South Yorkshire S60 5WG (off J33 M1)

COST £250 including all course material

COURSE CONTENT

Exam technique

Review of mini-mock

Pre-course quiz review

Cash and calculators

Debt

Formulae

Risk

Investment products

Benchmarking

Portfolio theory

Management styles

Suitability

Set mini-mock and work for day 2

Final review and next steps to passing

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

HOW TO BOOK

Places on this course are expected to be extremely limited. To reserve your place or with any questions, email Owen.Wright@investecwin.co.uk or tel. 0114 275 5100.

Please note attendance will be secured only on receipt of payment of full course fee.