AF4 Intensive Revision Course - Free to Leicester PFS/CII members
Free event for Leicester PFS/CII members.
The Insurance Institute of Leicester has organised an intensive 1 day study via an online and interactive conference video facility (Zoom) for those members who are studying for and taking AF4 exam.
This is primarily for those intending to take the exam in March 2026. and is a free event for Leicester PFS/CII members.
The course will cover revision of the following areas:
- Methods of managing investments
- Benchmarking
- Volatility and Standard deviation
- Holding period and time weighted returns.
- Suitability
- Products
- Accounts and accounting ratios.
Cost:
Leicester PFS members - Free
Other PFS members £50
Non PFS members - £100
There are limited spaces available so book early to secure your place, if you are unable to attend please notify us asap.
If your place is cancelled within 5 working days of the event and we are unable to fill this space, you will be charged the full delegate rate of £100.
Financial Adviser Academy
Steve Davis, has a wealth of industry experience having worked in financial services since the late seventies. He served his apprenticeship as a broker consultant and in providing direct advice before moving into training. He has a passion for helping people and this comes across in everything he does. His training approach is unique and this is what makes the difference.
He holds Fellowship of both the CII & PFS. He is an Accredited CII Trainer (Advanced Level) and Chartered Financial Planner. He served as a senior CII examiner for several years which gives him a huge insight into the whole exam process. Although he has over 1,000 exam credits with the CII he still continues to sit exams each year. He has also designed and run training for the CII's AF exam question writing team. He is also a partner in an advisory business.
Steve specialises in taxation, investment and planning.
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CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
6 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 www.cii.co.uk/cpd.