Fully Booked! AF3 Revision Day 15.09

Springfield Financial Services
Thursday, 15 September 2016
9:30 am – 4:00 pm (UK time)

This course is currently fully booked, if you would like to be on the reserve list for the event, please email sandra.mcdonald@cii.co.uk

This revision course is brought to you with Astute Pensions and the full day course is designed to build on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offering a sophisticated and comprehensive approach to financial management, in relation to the AF3 Pension planning module as part of the Advanced Diploma in Financial Planning.

Trainer: Tom Ryan, APFS of Astute Pensions

Learning Objectives
By the end of this session, delegates will be able to:
-explore parts of the syllabus in detail
-clarify areas of concern in the syllabus
-discover what the examiner is looking for
-discuss common mistakes and how to avoid them
-learn useful revision and exam techniques

Trainer Biography
Tom has worked at Astute since March 2015, as the business development and compliance manager. Tom previously worked for the group that owned one of the largest SIPP providers in the UK, as a compliance and training manager, a role he held for 16 years. Tom also serves on the regional Personal Finance Society committee and has done so for the last 17 years. He is currently the education officer for the region. Tom is both a Chartered Financial Planner and a Certified Financial Planner, and has worked in this profession since the late 80s.

Refreshments: Tea coffee on arrival and during morning and afternoon breaks; buffet lunch served.

Booking Terms
The course must receive a minimum number of 6 registrations to run. Registrations followed by non-attendance will incur a charge of £20.00 to cover refreshment costs, unless 3 working days notice is given by email to sandra.mcdonald@cii.co.uk you will receive confirmation of your cancellation. By proceeding with the registration you agree to these terms and conditions.

  • Springfield Financial Services
  • Navigation Way
  • Preston
  • PR2 2YP
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.