Previous events

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.

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.

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.

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.

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.

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

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.

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”

AF7 (Pension Transfers) Pre Exam Training, Friday September 13th 2019, Bournemouth

• Fri 13 Sep 9:30 am – 4:45 pm
• AFC Bournemouth

The Personal Finance Society Hants and Dorset 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 AF7 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.

Lunchtime CPD Networking - 11th September 2019 - Mindfulness – An Introduction to the benefits of Mindfulness at Work’

• Wed 11 Sep 12:30 pm – 2:00 pm
• Hallmark Carlton
• • Geoff Frewin

Mindfulness – 'An Introduction to the benefits of Mindfulness at Work’

Overview and Outlook for the UK Economy - Sorry Fully Booked

• Tue 10 Sep 8:00 am – 10:30 am
• Hallmark Carlton
• • Florence Hubert, Bank of England Agency for Southern Central England

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

Two Day AF1 (Personal Tax & Trust Planning) Pre Exam Training, Friday September 6th and Tuesday September 17th

• Fri 06 Sep 9:30 am – 4:45 pm
• AFC Bournemouth

The Personal Finance Society Hants and Dorset 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 AF1 examination. As AF1 is a large topic to cover, the training has been split into Day 1 and Day 2 to fully cover the subjects involved. Delegates are advised to attend both sessions. Priority will be given to Dorset based members of the PFS Hants and Dorset Region

AF7 (Pension Transfers) Pre Exam Training, Monday September 2nd 2019, Bournemouth (1)

• Mon 02 Sep 9:30 am – 4:45 pm
• AFC Bournemouth

The Personal Finance Society Hants and Dorset 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 AF7 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.

Young Professionals Group Social Evening June 2019

• Thu 06 Jun. 6:30 pm
• Mr Mulligan's

Launch event at Mr Mulligans, situated in the new BH2 Leisure Complex, opposite the Hilton Hotel, just a stones throw from the beach

RO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 4th June 2019, Fareham

• Tue 04 Jun 9:15 am – 4:45 pm
• Shogun Business Centre

The Personal Finance Society (PFS) Hants and Dorset Regional Committee in association with the Insurance Institute of Southampton (IIS) have organised a training day for those members who are studying for and taking the RO4 examination.

Lunchtime CPD Networking - May 2019 - Fraud / Financial Crime - Postponed

• Wed 15 May 12:30 pm – 2:00 pm
• Best Western Royale Hotel

RO2 (Investment Principles and Risk) Pre Exam Training

• Wed 01 May 8:45 am – 5:00 pm
• Strategic Solutions

A training day for those members who are studying for and taking the RO2 examination

Lunchtime CPD Networking - Apr 2019 - Terrorism - A Dynamic Risk

• Wed 10 Apr 12:30 pm – 2:00 pm
• Best Western Royale Hotel
• • Sarah Moore, Pool Re

Sarah will cover the 2017 terrorist events in the UK, how these demonstrate the dynamic nature of the risk along with how cover is evolving.

Annual General Meeting

• Wed 10 Apr 12:20 pm – 12:50 pm
• Best Western Royale Hotel

Your council invites you to attend the 2019 Annual general Meeting of The Insurance Institute of Bournemouth. Hear first hand reports from council members on previous and future activities and vote on the appointment of new council members

AF5 (Financial Planning Process) Workshop - April 3rd 2019 - Poole

• Wed 03 Apr 9:30 am – 4:45 pm
• Strategic Solutions

The Hants and Dorset PFS Regional Committee in association with the Insurance Institute of Bournemouth have organised a training day for those members who are studying for and taking the AF5 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.