The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised the following online distance learning revision courses below for Q3 and Q4 2022.
Cost:
RO/CF/ER exams = £99 for PFS Hants & Dorset, Thames Valley and Surrey members;
£99 for all other PFS members; £109 for non PFS members;
AF exams = £149 for PFS Hants & Dorset, Thames Valley and Surrey members only;
AF4 & AF1 only (2 Day Courses) = £249 for PFS Hants & Dorset, Thames Valley and Surrey members only;
£249 for all other PFS members; £269 for non PFS members;
To book a course, please clink on the relevant link below (e.g. RO4) or please visit the Southampton Institute website at Events (cii.co.uk)
For all queries please email: hantsanddorsetpfs@outlook.com
| Pre-Exam Revision/Event | Date | Venue |
|---|---|---|
| JO5 – Pension Income Options | Thursday 1st September | Online Distance Learning (ODL) |
| AF7 – Pension Transfers | Friday 2nd September | Online Distance Learning (ODL) |
| AF5 – Financial Planning | Monday 5th September | Online Distance Learning (ODL) |
| RO6 – Financial Planning Process | Tuesday 20th September | Online Distance Learning (ODL) |
| RO3 – Personal Taxation | Monday 26th September | Online Distance Learning (ODL) |
| RO1 – Financial Services, regulations & ethics | Wednesday 28th September | Online Distance Learning (ODL) |
| RO2 – Investment Principles & Risk | Thursday 29th September | Online Distance Learning (ODL) |
| RO5 – Protection | Thursday 29th September | Online Distance Learning (ODL) |
| RO4 – Pensions & Retirement Planning | Tuesday 4th October | Online Distance Learning (ODL) |
| RO1 – Financial Services, regulations & ethics | Tuesday 18th October | Online Distance Learning (ODL) |
| RO2 – Investment Principles & Risk | Tuesday 1st November | Online Distance Learning (ODL) |
| Festival of Financial Planning | Tuesday 1st November & Wednesday 2nd November | NEC Birmingham |
| PFS Regional Conference | Thursday 10th November | Ageas Hilton, Hedge End |
| Society of Mortgage Professionals Breakfast | Thursday 10th November – 0845 to 1005 | Ageas Hilton, Hedge End |
| RO3 – Personal Taxation | Friday 11th November | Online Distance Learning (ODL) |
| RO4 – Pensions & Retirement Planning | Friday 18th November | Online Distance Learning (ODL) |
| RO5 – Protection | Tuesday 22nd November | Online Distance Learning (ODL) |
Ed Morell, Professional Qualifications Officer, Hants & Dorset Region
Myles Bigland, Professional Qualifications Officer, Thames Valley Region
Mark Raybould, Chair and Professional Qualifications Officer, Surrey Region
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