AF4 (Investment Planning) Pre-Exam Training, Monday 27th September 2021 - Day 1 - online distance learning event

Monday, 27 September 2021
9:30 am – 4:30 pm

AF4 (Investment Planning) Pre-Exam Training, Monday 27th September 2021 - Day 1 - 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.

Due to the COVID-19 pandemic, the Regional Committees have suspended all Face to Face events for 2021. This will be an online distance learning event.

The cost of the day’s training will be £95 for Hants & Dorset, Surrey and Thames Valley PFS members and £125 for all other PFS members and £135 for non-PFS members. We trust your integrity to select the correct option. 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 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 2021 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is Louise Worsfold FPFS, a member of the L&D Digital Solutions team of trainers.

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

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