I will be running a number of events in the first half of of 2024 on behalf of the Insurance Institute of Sussex. These will be via Zoom so are open to anyone whether or not you belong to that institute. Bookings can be made via the local institute website.
https://www.localinstitutes.cii.co.uk/sussex/home
You can also contact the Secretary, Susan Stamp on susan.stamp2@googlemail.com
A summary of the events is as follows:
R06
Because of the nature of this exam, the training days will take place once the case studies are issued. During the day we will discuss and analyse the case studies with the aim of trying to to identify the possible questions that could come up.
The date for the prep day for the January prep exam will be January 16
For the April exam, April 16
AF1
As in previous sessions
Day 1 will focus on the three main taxes and taxation of investments
Day 2 will focus on Trusts, Wills/Intestacy and Substituted Decision Making
Day 3 will be a revision day
Day 1 and 2 will consist of two half days (9.30 to 1pm), Day 3 will be one day
Day 1 November 28/29
Day 2 January 9/10
Day 3 February 1
AF4
This follows the same format as AF1
Day 1 January 23/24
Day 2 February 7/8
Day 3 February 28
AF5
This is a single prep day to analyse the fact find
September 12
AF7
This is a single prep day
February 5