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PFS study groups to prepare for exams

The Personal Finance Society is rolling out a series of regional study groups to help its members prepare for the diploma in financial planning exams.

The study groups, developed in association with Aegon Scottish Equitable, will take place in the run-up to the July and October diploma exam sittings. The July programme includes 10 study groups in five cities covering three subjects – JO2, JO4, and JO5. In advance of the October sittings, there is a planned programme of 14 study groups in seven cities covering five subjects, JO1, JO2, JO4, JO5 and JO6.

PFS chief executive Fay Goddard says: “We introduced the study groups to encourage a more structured route to study while restricting capacity to ensure each attendee has the opportunity to be actively involved.

“This objective seems to have been met and following very good feedback from the members, we are delighted to roll out the study groups to more regions.”

Master Adviser IFA Roy McLoughlin says: “Anything that helps advisers to take exams must be applauded. There are certain areas where IFAs may be experiencing a degree of rustiness and in these exams in particular any training would be very welcome.”


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