CF6 (Mortgage Advice) Pre Exam Training, Thursday 13th July 2023 - online distance learning event

Thursday, 13 July 2023
9:30 am – 4:30 pm (UK time)

CF6 (Mortgage Advice) Pre Exam Training, Thursday 13th July 2023

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 ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the RO6 examination.

This will be an online distance learning event.

The cost of the day’s training will be £149 for Hants & Dorset, Surrey and Thames Valley PFS members and £149 for all other PFS members and £159 for non-PFS members. 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.

The course is recorded and a copy is sent out to all delegates.

The CF6 preparation day aims to increase your chances of passing the exam.

The day’s course will cover the following areas:

  • The house-buying process, from making an offer to completion and the key parties involved;
  • The different types of borrowers and how to meet their individual mortgage needs;
  • The different types of mortgage product and repayment options and their suitability for the client;
  • The legislative and regulatory position of mortgages and the requirements of a mortgage adviser.

By the end of the course, delegates will have covered the key elements of the CF6 syllabus with the emphasis on the CII Learning Outcomes, will have been introduced to the exam format and adopting a suitable exam technique.

Our 2023 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The trainer, Paul Archer, has over 35 years in the business as Mortgage Adviser, IFA, sales coach, sales trainer, author, blogger and coach. He is a regular speaker at the Society of Mortgage Professionals.

Any questions please email the Personal Finance Society Hants and Dorset 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