Fri 6 Aug. 2021

PFS Summer Newsletter - Joint Exam Revision Programme Update

The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised the following online distance learning revision courses below for the remainder of 2021. Please check our website Forthcoming Events page for further updates.

Cost:

RO/CF/ER exams = £49 for PFS Hants & Dorset, Thames Valley and Surrey members only;

£69 for all other PFS members; £79 for non PFS members;

AF exams = £95 for PFS Hants & Dorset, Thames Valley and Surrey members only;

£125 for all other PFS members; £135 for non PFS members;

To book a course, please clink on the link (e.g. AF1) or please visit the Southampton Institute website at

https://www.localinstitutes.cii.co.uk/southampton/home/events/forthcoming-events

For all queries please email: hantsanddorsetpfs@outlook.com

Pre-Exam Revision/Event

Date

Venue

RO3 – Personal Taxation

Wednesday 1st September

Online Distance Learning (ODL)

RO4 – Pensions & Retirement Planning

Friday 3rd September

Online Distance Learning (ODL)

AF7 – Pension Transfers

Monday 6th September

Online Distance Learning (ODL)

ER1 – Equity Release

Wednesday 8th September

Online Distance Learning (ODL)

RO6 – Financial Planning Process

Friday 10th September

Online Distance Learning (ODL)

JO2 - Trusts

Monday 13th September

Online Distance Learning (ODL)

AF1 Day 1 - Personal Tax & Trust Planning

Monday 20th September

Online Distance Learning (ODL)

AF1 Day 2 – Personal Tax & Trust Planning

Tuesday 21st September

Online Distance Learning (ODL)

JO5 – Pension Income Options

Monday 20th September

Online Distance Learning (ODL)

RO7 – Advanced Mortgage Advice

Wednesday 22nd September

Online Distance Learning (ODL)

AF5 – Financial Planning

Friday 24th September

Online Distance Learning (ODL)

AF4 Day 1 – Investment Planning

Monday 27th September

Online Distance Learning (ODL)

AF4 Day 2 – Investment Planning

Tuesday 28th September

Online Distance Learning (ODL)

AF2 – Business Financial Planning

Friday 1st October

Online Distance Learning (ODL)

CF6 – Mortgage Advice

Wednesday 13th October

Online Distance Learning (ODL)

RO5 - Protection

Wednesday 27th October

Online Distance Learning (ODL)