Forthcoming events
All forthcoming events
April 3rd - Establishing an alliance with the Insurance Industry and Business Fire Safety - Online Webinar
Join Dorset & Wiltshire Fire and Rescue Service business support team for an overview on fire safety legislation and its role as the Enforcing Authority.
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PFS Hants & Dorset Regional Half Day Business Conference - Fareham, Wednesday 9th April 2025
A half day conference covering fixed term annuities, SIPP & SSAS business opportunities, getting better returns on cash deposits and preparing your business (client's) for exit.
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PFS Hants & Dorset Regional Half Day Business Conference - Bournemouth Thursday 10th April 2025
A half day conference covering fixed term annuities, SIPP & SSAS business opportunities, getting better returns on cash deposits and preparing your business (client's) for exit.
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Understanding Data Protection
The session will give you an overview of the key components of the UK GDPR, the Data Protection Act 2018 and the requirements for sound Data Security in an easily digestible and practical format. We will explore how the regulations and laws work in conjunction to ensure that customers, employees and the firms’ information and data is adequately protected from theft or misuse, with particular focus on practical actions to be taken in a "new" hybrid working environment.
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RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 15th April 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the April 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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Apr 30th - Objects from the Insurance Museum - Online Webinar
A book from 1658 on insurance law, a ledger from Lloyd’s of London, detailing the movement of ships and goods and a metal plate with the Sun Fire Office’s logo on. These are some of the objects the Insurance Museum is planning to use in its exhibitions, workshops, events, and further down the line, a physical museum
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RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 7th May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO1 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 21st May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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May 21st - Neurodiversity in the Workplace - Online Webinar
Want to understand neurodiversity and know how to work together better? This is a great first step to making a more neuro-inclusive workplace. Our speaker will explain neurodiversity and encourage questions and relections in the chat as we go through the content.
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RO3 (Personal Taxation) Pre Exam Training, Wednesday 28th May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO3 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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RO4 (Pensions and Retirement Planning) Pre Exam Training, Thursday 29th May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO4 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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RO5 (Financial Protection) Pre Exam Training, Wednesday 18th June 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 1 & Day 2, Wednesday June 18th and Thursday June 19th 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 1 & 2 18th & 19th June 2025
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 & Day 4, Tuesday 15th July and Wednesday 16th July 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 3 & 4 15th & 16th July 2025
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 5 & Day 6, Tuesday 2nd September and Wednesday 3rd September 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 5 & 6 2nd & 3rd September 2025
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 7 & Day 8, Tuesday 21st October and Wednesday 22nd October 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 7 & 8 21st & 22nd October Revision & Technique
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