Skip to content

Financial Service Revision Courses 2022

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/EventDateVenue
JO5 – Pension Income OptionsThursday 1st SeptemberOnline Distance Learning (ODL)
AF7 – Pension TransfersFriday 2nd SeptemberOnline Distance Learning (ODL)
AF5 – Financial PlanningMonday 5th SeptemberOnline Distance Learning (ODL)
RO6 – Financial Planning ProcessTuesday 20th SeptemberOnline Distance Learning (ODL)
RO3 – Personal TaxationMonday 26th SeptemberOnline Distance Learning (ODL)
RO1 – Financial Services, regulations & ethicsWednesday 28th SeptemberOnline Distance Learning (ODL)
RO2 – Investment Principles & RiskThursday 29th SeptemberOnline Distance Learning (ODL)
RO5 – ProtectionThursday 29th SeptemberOnline Distance Learning (ODL)
RO4 – Pensions & Retirement PlanningTuesday 4th OctoberOnline Distance Learning (ODL)
RO1 – Financial Services, regulations & ethicsTuesday 18th OctoberOnline Distance Learning (ODL)
RO2 – Investment Principles & RiskTuesday 1st NovemberOnline Distance Learning (ODL)
Festival of Financial PlanningTuesday 1st November & Wednesday 2nd NovemberNEC Birmingham
PFS Regional ConferenceThursday 10th NovemberAgeas Hilton, Hedge End
Society of Mortgage Professionals BreakfastThursday 10th November –
0845 to 1005
Ageas Hilton, Hedge End
RO3 – Personal TaxationFriday 11th NovemberOnline Distance Learning (ODL)
RO4 – Pensions & Retirement PlanningFriday 18th NovemberOnline Distance Learning (ODL)
RO5 – ProtectionTuesday 22nd NovemberOnline 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

_________________________________________________________________

Leave a Reply