AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Thursday 14th September & Friday 15th September 2023- online distance learning event

Thursday, 14 September 2023
9:30 am – 4:30 pm (UK time)

AF4 (Investment Planning) Pre-Exam Training, Thursday 14th September & Friday 15th September 2023 - online distance learning event

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the AF4 examination.

As AF4 is a large topic to cover, the training has been split into Day 1 and Day 2 to fully cover the subjects involved. Delegates are advised to attend both sessions.

This will be an online distance learning event.

The cost of both the two days training will be £249 for Hants & Dorset, Surrey and Thames Valley PFS members and all other PFS members and £269 for non-PFS members. A copy of the two days recorded sessions and supporting material will be made available to the delegates. There is a maximum of 16 attendees. If we are oversubscribed, you will be placed on a waiting list.

We reserve the right to cancel this event should there be less than 6 delegates attending. Should this occur a full refund or transfer to an alternative course will be offered and some supporting material, at no extra cost, will be sent to the enrolled delegates.

The day will commence at 0930 sharp and finish by 1630, with breaks timetabled for lunch etc throughout the day.

Total CPD over the 2 Days will be 13 hours and each delegate will be emailed a CPD certificate.

The AF4 preparation day aims to increase your chances of passing the exam.

AF4 is a challenging exam and candidates need to be well prepared if they are to have a reasonable chance of passing.

This will be very much a revision day so it’s important that you come with a reasonable knowledge of the main subjects of the syllabus.

Day 1:

  • Economics and the impact on investments

  • Features, risks and returns of direct investments and collective investments

  • Range of portfolio management services

Day 2:

  • Company performance

  • Measurement of risk and return

  • Constructing an investment portfolio, investment styles and management of risk and return

Our 2022 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is Steve Davies FPFS, a member of the L&D Digital Solutions team of trainers.

Any questions please email the Hants and Dorset PFS Regional Committee on

Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Southampton, which is acting as the host institute for this event.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

6 1/2 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