Previous events
All previous events
WEBINAR: The Insurance Implications of Brexit
Despite dominating much of the press coverage for many years, due to the occurrence of Covid-19 around the globe Brexit is now getting far less press coverage, and there is a danger the insurance industry could slip into 2021 without fully considering the impact of Brexit.
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January - March 2021 Financial Service Revision Courses
Online distance learning revision courses below for the months of January, February and March 2021.
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Lunchtime Online CPD Networking - Dec 2020 - Client Retention and New Business in the ‘New Normal’
The webinar will focus on the importance of trusted adviser status and the consultative approach.
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PFS Hants and Dorset Regional Programme Summer / Autumn 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
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Bank of England Agent's Off the Record Online Briefing (1)
Andrew will outline the Bank's latest views on the UK economy and future prospects, followed by Q&A
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Lunchtime Online CPD Networking - Nov 2020 - FCA Focus on Culture and Behaviour in General Insurance
This comprehensive and interactive webinar will focus on the Dear CEO letter that was published on 4 September 2020 which set out a new supervisory agenda for general insurance intermediaries and will cover FCA expectations, press coverage (incl. Bloomberg’s findings), assessment of culture, changing behaviour, the key role of senior managers and how chartered status can help.
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Remote Pre-Exam Training AF4 (Investment Planning)
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. RO2, RO3 and RO4 August 2020
RO3 (Personal Taxation) Pre Exam Training Friday August 7th, RO2 (Investment Principles and Risk) Pre Exam Training Friday August 14th and RO4 (Pensions and Retirement Planning) Pre Exam Training Friday August 21st
View event detailsBank of England Agent's Off the Record Online Briefing
The UK economic slump because of Covid-19 will be less severe than expected, but the recovery will also take longer, the Bank of England has said.
View event detailsRemote Pre Exam Training RO7 (Advanced Mortgage Advice) , Thursday 13th 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 RO7 examination.
View event detailsRemote 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.
View event detailsThree 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.
View event detailsRemote 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.
View event detailsRemote 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.
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