Previous events
This month
Remote Pre Exam Training ER1 (Equity Release) , Wednesday 5th August 2020
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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Three Soft Skills 1 Hour Online Distance Learning Seminars 10am to 11am, Tuesday 14th, 21st & 28th July 2020
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)
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.
View event detailsRemote Pre-Exam Training. RO6 (Financial Planning Practice)
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)
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)
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)
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.
View event detailsFinancial Service Revision Courses
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
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
Due to the Corona virus pandemic this event will now take place by conference.
View event detailsRO6 (Financial Planning Practice) Pre Exam Training, Monday April 6th 2020, 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
We have taken a decision to POSTPONE the event until 2021,
View event detailsAF2 (Business Financial Planning) Pre-Exam Training, Friday March 20th 2020, 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
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
Why not join us at our popular Meet the Chamber event.
View event detailsRO2 (Investment Principles and Risk) Pre Exam Training, Thursday 27th February 2020, 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
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
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
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
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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