Previous events

This month

Remote Pre Exam Training ER1 (Equity Release) , Wednesday 5th August 2020

  • Wed 05 Aug 9:30 am – 5:00 pm

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton 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 ER1 examination.

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All previous events

Three Soft Skills 1 Hour Online Distance Learning Seminars 10am to 11am, Tuesday 14th, 21st & 28th July 2020

  • Tue 28 Jul 10:00 am – 11:00 am

The Personal Finance Society Hants and Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised three exclusive 1-hour soft skills training sessions for all members, experienced and new, who wish to brush upon or learn these specialist skills. These sessions may be of particular interest to financial advisers, general insurance brokers and mortgage advisers, but would apply to anyone working within the Insurance and Financial Services Professions.

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Remote Pre-Exam Training. AF5 (Financial Planning Process)

  • Fri 03 Jul 9:30 am – 5:00 pm

The cost of the day’s training will be £82 for PFS members and £92 for non-PFS members. Your attendance will be confirmed once you have booked online. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.

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Remote Pre-Exam Training. RO6 (Financial Planning Practice)

  • Fri 26 Jun 9:30 am – 5:30 pm

The cost of the day’s training will be £41 for PFS members and £51 for non-PFS members. Your attendance will be confirmed once you have booked online. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.

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Remote Pre-Exam Training. AF7 (Pension Transfers)

  • Wed 17 Jun 9:30 am – 5:30 pm

The cost of the day’s training will be £82 for PFS members and £92 for non-PFS members. Your attendance will be confirmed once you have booked online. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.

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Remote Pre-Exam Training. CF6 (Mortgage Advice)

  • Thu 28 May 9:30 am – 5:00 pm

The cost of the day’s training will be £41 for PFS members and £51 for non-PFS members. Your attendance will be confirmed once you have booked online. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.

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Remote Pre-Exam Training. RO2 (Investment Principles and Risk)

  • Tue 26 May 9:30 am – 5:00 pm

The cost of the day’s training will be £41 for PFS members and £51 for non-PFS members. Your attendance will be confirmed once you have booked online. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.

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Financial Service Revision Courses

  • Tue 26 May – Thu 13 Aug

Provided by the Hants & Dorset PFS Regional Committee, inconjunction with the Insurance Institutes of Bournemouth and Southampton. Do you need help passing your exams? Remote revision support now available.

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Remote Pre-Exam Training. RO3 (Personal Taxation) May 2020

  • Mon 18 May 9:30 am – 5:30 pm

The cost of the day’s training will be £41 for PFS members and £51 for non-PFS members. Your attendance will be confirmed once you have booked online. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.

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Annual General Meeting 2020

  • Wed 08 Apr 12:30 pm – 12:50 pm
  • Hallmark Carlton

Due to the Corona virus pandemic this event will now take place by conference.

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RO6 (Financial Planning Practice) Pre Exam Training, Monday April 6th 2020, Bournemouth

  • Mon 06 Apr 9:30 am – 4:30 pm
  • AFC Bournemouth

The Hants and Dorset PFS Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a training day for those members who are studying for and taking the RO6 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.

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Annual Black Tie Dinner - Postponed to October 2020

  • Fri 27 Mar 6:30 pm – 1:00 am
  • AFC Bournemouth

We have taken a decision to POSTPONE the event until 2021,

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AF2 (Business Financial Planning) Pre-Exam Training, Friday March 20th 2020, Whiteley

  • Fri 20 Mar 9:30 am – 4:30 pm
  • The Zurich Centre, Whiteley

The Hants and Dorset PFS Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a training day for those members who are studying for and taking the AF2 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.

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Lunchtime CPD Networking - 11th March 2020 - Cancelled - Corona Virus

  • Wed 11 Mar 12:30 pm – 2:00 pm
  • Hallmark Carlton
    • Louise White, Ageas Insurance Ltd

This session will explore the different outcomes that can be achieved by using different communication styles and offer a range of techniques to help you assert yourself with confidence.

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Networking & Meet Dorset Chamber - March 5th AFC Bournemouth

  • Thu 05 Mar 4:00 pm – 6:00 pm
  • AFC Bournemouth

Why not join us at our popular Meet the Chamber event.

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RO2 (Investment Principles and Risk) Pre Exam Training, Thursday 27th February 2020, Bournemouth

  • Thu 27 Feb 9:00 am – 4:30 pm
  • AFC Bournemouth

The Hants and Dorset PFS Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a training day for those members who are studying for and taking the RO2 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.

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PFS Hants and Dorset Regional Programme Spring/Summer 2020

  • Thu 27 Feb – Thu 10 Dec

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a series of exam revision days and CPD events as a supplement to the regular Quarterly Conferences

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Overview and Outlook for the UK Economy - An Off-the-Record Briefing Feb 2020

  • Tue 25 Feb 8:00 am – 10:30 am
  • Hallmark Carlton
    • Andrew Holder, Bank of England

An "off the record" briefing from Bank of England Agent for Central Southern England Andrew Holder entitled 'Overview and Outlook for the UK Economy'.

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Lunchtime CPD Networking - Feb 2020 Appliance Fires

  • Wed 12 Feb 12:30 pm – 2:00 pm
  • Hallmark Carlton
    • Dr Ian Wallis-Guy, Dr J H Burgoyne and Partners LLP

In the presentation, we will look at trends Burgoyne are seeing during their investigations and will detail the underlying faults behind some of the well-publicised manufacturer recalls.

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Meet Dorset Chamber - February Business Breakfast – Bournemouth West Cliff Hotel

  • Tue 04 Feb 8:00 am – 10:00 am
  • Bournemouth West Cliff Hotel

Open to Non-members, Join Dorset Chamber for breakfast and networking at the Bournemouth West Cliff n Central Bournemouth. £26.00 + VAT

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