Previous events
All previous events
July 3rd - Insurance Institute of Bournemouth Charity Golf Day 2024
Charity Golf Day 2024 Crane Valley Golf Club Wednesday 3rd July 2024 09:30 to 19:30
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Summer Bowling Event
Summer Bowling Event A new event to celebrate the summer of 2024! The Insurance Institute of Southampton invites you to our Bowling event at the Hollywood Bowl West Quay Southampton.
View event detailsMen: It’s OK to Talk (and other ways to process difficult stuff)
Talking is good for us. We all know that and yet some of us find it hard to talk about how we feel, especially when we aren’t feeling good. This session is aimed at men and those who would like to support the men in their lives. The aim of the session is to shine a light on why some men find it difficult to open up, to explore ways to support men when they are struggling and to share some alternative ways to process difficult stuff, for those who really don’t like talking. In this interactive session, attendees will develop an understanding of some of the challenges facing men today and will take away some helpful ways to support men (or themselves) through difficult times.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4 of 10, Wednesday 5th June 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 4 : The Nil Rate Band and Residential Nil Rate Band.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 of 10, Tuesday 4th June 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 3 : Will Trusts.
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Happiness at Work
Mental Health in Business believes that happiness at work should be a top priority for all organisations, big and small, national and international. That’s why they have developed this session, especially for the International Happiness at Work Week (23 – 27 September, 2024), the International Week of Happiness at Work.
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Apr 10th - Annual General Meeting Online
Your Council invites you to attend the 2024 Annual General Meeting of The Insurance Institute of Bournemouth
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 2 of 10, Wednesday 10th April 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 2: Inheritance Tax.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 1 of 10, Tuesday 9th April 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 1: Wills/Intestacy & Introduction to Trusts
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RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 27th March 2024 - online distance learning event
This course covers the main topics covered in the RO4 syllabus and exam. The session is recorded and a copy is sent out to all delegates. The learning objectives are as follows: 1. Understand the political, economic and social environment factors which provide the context for pensions planning. 2. Understand how the HM Revenue & Customs (HMRC) tax regime applies to pensions planning. 3. Understand the relevant aspects of pensions law and regulation to pensions planning. 4. Understand the structure, characteristics and application of Defined Benefit (DB) schemes to an individual’s pension planning. 5. Analyse the range of Defined Contribution (DC) scheme options as they apply to an individual’s pension planning. 6. Analyse the options and factors to consider for drawing pension benefits. 7. Explain the structure, relevance and application of State Schemes to an individual’s pension planning. 8. Evaluate the aims and objectives of retirement planning, including the relevant investment issues.
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RO3 (Personal Taxation) Pre Exam Training, Tuesday 26th March 2024 - online distance learning event
This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.
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RO2 (Investment Principles and Risk) Pre Exam Training, Tuesday 19th March 2024 - online distance learning event
This course covers the main subjects of the RO2 syllabus and exam. The session is recorded and sent out to all delegates.
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Mar 6 - Effective Time Management – Maximising Your Productivity - Online Webinar
Power up your personal productivity by making the most of your time to achieve your goals and amplify your results.
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AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 19th February 2024 & Monday 4th March 2024- online distance learning event Day 2
This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Thursday 7th March 2024. All sessions are recorded and sent out to all the delegates.
View event detailsAF7 (Pension Transfers) Pre-exam Training Thursday 29th February 2024 - online distance learning event
This course covers the main topics of the AF7 syllabus in preparation for the AF7 exam on Tuesday 5th March 2024. This session is recorded and a copy is sent out to all delegates.
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PFS XCHANGE LATER LIFE PLANNING CONUNDRUMS - Thursday 29th February 2024
The PFS are excited to invite you to register for the first series of new-style PFS XCHANGE events taking place in 2024!
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An Introduction to Allyship
This webinar is intended to increase your awareness, build knowledge, and give you practical skills to support a more inclusive workplace and your becoming an ally in and out of the office. The session will explore the link between inclusion, equity, and allyship and describe the importance of allyship in the workplace. We will explore practical ways allies behave in the workplace, show you how to identify opportunities to be an ally as well as discuss some misconceptions about allyship. The session concludes with some final takeaways and a call to action to support the development of an inclusive culture in the insurance and financial services sectors.
View event detailsAF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 19th February 2024 & Monday 4th March 2024- online distance learning event Day 1
This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Thursday 7th March 2024. All sessions are recorded and sent out to all the delegates.
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AF5 (Financial Planning Process) Pre-Exam Training, Monday 5th February 2024 - online distance learning event
To review the factfind issued by the CII in January 2024, in preparation for the AF5 exam on Tuesday 13th February 2024. This session is recorded and a copy is sent out to all delegates.
View event detailsRO6 (Financial Planning Practice) Pre Exam Training, Friday 12th January 2024 - online distance learning event
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 RO6 exam on Tuesday 23rd January 2024. The session is recorded and a copy is sent out to all delegates.
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