JO7 (Supervision in a Regulated Environment) Pre Exam Training, Wenesday 4th February 2026 - online distance learning event

J07 (Supervision in a Regulated Environment) Pre Exam Training, Wenesday 4th February 2026

The Personal Finance Society Hants & Dorset, Kent, Surrey, Sussex, Thames Valley, Tyne Tees & Yorkshire Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Mid-Kent, Newcastle, Southampton, Sussex and York have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the J05 examination.

This will be an online distance learning event.

The cost of the day’s training will be £50 for Hants & Dorset, Kent, Surrey, Thames Valley Sussex, Tyne Tees & Yorkshire PFS members, £75 for all other PFS members and £100 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 fewer 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.

The course is recorded and a copy is sent out to all delegates.

The J05 preparation day aims to increase your chances of passing the exam.

The exam tests your ability to give advice so will cover:

• Understand and apply different leadership and behavioural models
• Understand how communication is made effective and be able to describe a range of communication methods
• Understand the key aspects of recruitment and training
• Understand the coaching, counselling and assessing processes and the roles within them
• Understand the setting and measuring of objectives
• Understand management information and quality standards

This will be a one-day event.

Our 2026 online revision programme is being co-ordinated by Dean Scott and L&D Digital Solutions, whose company provides comprehensive financial services training to the CII, PFS Regions, Networks and large adviser companies.

Any questions please email the Hants and Dorset PFS Regional Committee on hantsanddorsetpfs@outlook.com.

To view our image and video capture consent statement, please click here.