AF5 (Financial Planning Process) Pre-Exam Training, Monday 5th February 2024 - online distance learning event

Monday, 05 February 2024
9:30 am – 4:30 pm (UK time)

AF5 (Financial Planning Process) Pre-Exam Training, Monday 5th February 2024

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 an online ‘distance learning’ training day for those members who are studying for and taking the AF5 examination on Tuesday 13th February 2024.

The cost of the day’s training will be £180 for Hants & Dorset, Surrey and Thames Valley PFS members and £180 for all other PFS members and £190 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 less 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.

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

This course is recorded and a copy will be sent to all delegates.

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.

Our 2024 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions. The course trainer is Dean Scott FPFS, a CII approved trainer, who has supported the Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regions' exam revision programme since 2020.

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