Previous events

All previous events

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.

View event details

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,

View event details

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.

View event details

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.

View event details

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.

View event details

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.

View event details

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

View event details

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'.

View event details

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.

View event details

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

View event details

Lunchtime CPD Networking - 15th January 2020 - Marine Yacht & Motorboat Insurance - Fact Finding for a Marine Broker

  • Wed 15 Jan 12:30 pm – 2:00 pm
  • Hallmark Carlton
    • Tony Pauffley, Coleman Marine Insurance

An overview of Yacht and Motorboat insurance focusing on asking the right questions to enable you to provide the right cover and obtaining the right information to enable the underwriter to provide terms.

View event details

Lunchtime CPD Networking - 11th December 2019 - Motor Liability and Liability Insurers

  • Wed 11 Dec 12:30 pm – 2:00 pm
  • Hallmark Carlton
    • Kelvin Farmaner, Trethowans LLP

Update on recent legal developments impacting on motor liability and liability insurers

View event details

RO1 (Financial Services, Regulation and Ethics) Pre Exam Training Day - Reading

  • Thu 05 Dec 9:30 am – 4:30 pm
  • AFC Bournemouth

THE INSURANCE INSTITUTE OF READING AND THE THAMES VALLEY PERSONAL FINANCE SOCIETY have organised a training day for those members who are studying for and taking the RO1 examination.

View event details

RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 27th November 2019, Bournemouth

  • Wed 27 Nov 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.

View event details

Lunchtime CPD Networking - 13th November 2019 - Senior Management & Certification Regime - What it Means for Brokers

  • Wed 13 Nov 12:30 pm – 2:00 pm
  • Hallmark Carlton
    • Debbie St Cyr, Ageas

The session is aimed at all CII/PFS members or guests who would like to find out what SM&CR (Senior Management & Certification Regime) is and understand how it is changing the way people who work in financial services are regulated.

View event details

RO3 (Personal Taxation) Pre Exam Training, Thursday 7th November 2019, Bournemouth

  • Thu 07 Nov 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 RO3 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.

View event details

RO1 (Financial services, regulation and ethics) Pre Exam Training, Thursday 24th October 2019, Bournemouth

  • Thu 24 Oct 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 RO1 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.

View event details

Corporate Protection Half Day Conference, Friday 18th October 2019, The Zurich Centre, Whiteley

  • Fri 18 Oct 9:15 am – 3:30 pm
  • The Zurich Centre, Whiteley

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a half day Corporate Protection and Marketing Conference for our members

View event details

Lunchtime CPD Networking - 16th October 2019 - Travel Risk Management – Why Does Duty of Care Matter?

  • Wed 16 Oct 12:30 pm – 2:00 pm
  • Hallmark Carlton
    • Marc Walker, Drum Cussac

The session is aimed at all CII/PFS members or guests with an interest in Travel Risk Management.

View event details

Southern Region Institutes CPD Conference 2019- "Everything you Need to Know about Fraud” - Event Full

  • Wed 18 Sep 8:45 am – 5:00 pm
  • Holiday Inn Winchester

The Insurance Institutes of Bournemouth, Guildford, Reading and Southampton invite you to learn "Everything you need to know about fraud”

View event details