AF5 (Financial Planning Process) Pre-Exam Training, Friday 2nd October 2020 - online distance learning event

Friday, 02 October 2020
9:30 am – 4:30 pm

AF5 (Financial Planning Process) Pre-Exam Training, Friday 2nd October 2020

The Personal Finance Society Hants and Dorset & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, 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 AF5 examination.

Due to COVID-19 the Regional Committee have suspended all Face to Face events for 2020 and this event will be run as an Online Distance Learning event.

The cost of the day’s training will be £82 for PFS members and £92 for non-PFS members. Your attendance will be confirmed once you have booked online. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.

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

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.

The course trainer is Dean Scott, who via his firm L&D Digital provide comprehensive financial services training support to the CII and some major financial institutions.

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

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.