PFS Sponsored Free Online Revision AF1- Personal Tax and Trust Planning - BOOKINGS CLOSED
Dates: Wednesday 20th August & Thursday 21st August 2025
The Personal Finance Society East Midlands Committee have organised the training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking AF1 exam.
Financial Adviser Academy
Steve 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.
Learning Objectives
The workshops are designed to consolidate your learning and make sure you have a sound knowledge of the key subject areas.
AF1 Revision course to prepare you for the AF1 exam.
To view our image and video capture consent statement, please click here.
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.