AF1 (Personal Tax & Trust Planning) Pre Exam Training, 11th & 12th February 2025

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 1 - 11th February 2025, Day 2 - 13th February 2025

The Personal Finance Society Hants & Dorset, Surrey, Sussex, Thames Valley, Tyne Tees & Yorkshire Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Newcastle, Reading, Southampton, Sussex and York 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 AF1 examination.

This will be an online distance learning event.

The cost of the day’s training will be £100 for Hants & Dorset, Surrey, Thames Valley Sussex, Tyne Tees & Yorkshire PFS members, £150 for all other PFS members and £200 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 fewer 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. 

Each 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 AF1 preparation workshop aims to increase your chances of passing the exam.

To significantly improve delegates’ chances of passing the exam by developing an analysis of the pre-exam case studies.

This will be a two-day event.

Our 2025 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions,  whose company provides comprehensive financial services training to the CII, PFS Regions, Networks and large adviser companies. 

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