AF5 (Financial Planning Process) Pre-Exam Training, Tuesday 30th June 2020 - online distance learning event

Tuesday, 30 June 2020
9:30 am – 4:30 pm

AF5 (Financial Planning Process) Pre-Exam Training, Tuesday 30th June 2020

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth 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 in July 2020.

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 1700, with breaks timetabled for lunch etc throughout the day.

Due to the COVID-19 pandemic, all face to face training organised by committee has been suspended until further notice by HM Government and the PFS and CII centrally.

NB Online Exams – booking for all MCQ’s (multiple choice questions) examinations can be made from the 1st June – June and July’s capacities are open now – August will follow very shortly. All centres will be requested to have a 2 metre gap between desk / computer pods.

Further details available at: https://www.cii.co.uk/about-us/faqs/#!#online-mcq-exams-coronavirus-update

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 John Trayner FCII FPFS, a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset Region’s exam revision programme since 2018.

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

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.

6 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.