AF5 (Financial Planning Process) Pre-Exam Revision Day, Wednesday October 2nd 2019, Fareham

Shogun Business Centre, Funtley, Fareham
Wednesday, 02 October 2019
9:30 am – 4:45 pm (UK time)

AF5

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a training day for those members who are studying for and taking the AF5 examination.

The course will be led by John Trayner FCII FPFS who runs his own training business. The cost of the day’s training will be £76.27 for PFS members and £86.41 for non PFS members. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.

The venue is the Shogun Business Centre, 12 Funtley Court, 19 Funtley Hill, Funtley, Fareham, Hampshire, PO16 7UX. There is parking on site.

For refreshments there will be tea/coffee and water available.

The day will commence at 0930 sharp and finish by 1645.

The AF5 preparation day aims to increase your chances of passing the exam.

The course objectives are:

To go through the fact find and preparing for the AF5 examination.

Delegates should fully familiarise themselves with the fact find beforehand. Delegates are also advised to look through the latest AF5 Examination Technical Guide.

To attend, please book online via the following link https://www.localinstitutes.cii.co.uk/southampton/home/events/

Any questions please email the Hants and Dorset PFS Regional Committee on hantsanddorsetpfs@outlook.com.

Venue
  • 12 Funtley Court
  • 19 Funtley Hill, Funtley Village
  • Fareham
  • PO16 7UX
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CII Accredited

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

5 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 www.cii.co.uk/cpd.