Previous events

All previous events

Webinar - Mental Fitness: From Stress Management to Psychological Wellbeing

  • Wed 23 Nov 1:00 pm – 2:00 pm

This 1 hour webinar will introduce the concept of mental fitness and how specific skills and behaviours can lead to reduced stress and increased levels of wellbeing, both for individuals, teams, and organisations.

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RO5 Financial Protection - Tuesday 22nd November 2022 - online distance learning event

  • Tue 22 Nov 9:30 am – 4:30 pm

R05 Financial Protection - Tuesday 22nd November 2022 - online distance learning event The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO5 examination.

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RO4 (Pensions and Retirement Planning) Pre Exam Training, Friday 18th November 2022 - online distance learning event

  • Fri 18 Nov 9:30 am – 4:30 pm

RO4 (Pensions and Retirement Planning) Pre Exam Training, Friday 18th November 2022 The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO4 examination.

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Wind induced failures of buildings & Reducing flood risk during remedial works

  • Thu 17 Nov 1:00 pm – 2:00 pm
  • Online
    • Ian Major, Hawkins
    • Richard Keightley, Hawkins

In this webinar Ian Major will discuss wind induced failures of buildings and structures with some case studies to show how they are investigated. This will be followed by a discussion from Richard Keightley about property flood resilience (‘PFR’): what it is, how it works, and the benefits of ‘building back better’ after a flood.

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RO3 (Personal Taxation) Pre Exam Training, Friday 11th November 2022 - online distance learning event

  • Fri 11 Nov 9:30 am – 4:30 pm

RO3 (Personal Taxation) Pre Exam Training, Friday 11th November 2022 The Personal Finance Society Hants and Dorset, Surrey & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO3 examination.

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SURE: a new technique to ensure clients have understood your advice

  • Wed 09 Nov 1:00 pm – 2:00 pm
  • Online
    • Jeff Heasman, Insurance Upskill

We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! That is why, in this webinar, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.

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RO2 (Investment Principles and Risk) Pre Exam Training, Tuesday 1st November 2022 - online distance learning event

  • Tue 01 Nov 9:30 am – 4:30 pm

The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO2 examination.

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DAY 1 (Financial services, regulation and ethics) Pre Exam Training, Tuesday 18th October 2022 - online distance learning event

  • Tue 18 Oct 9:30 am – 4:30 pm

RO1 Day 1 (Financial services, regulation and ethics) Pre Exam Training, Tuesday 18th October 2022 The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO1 examination.

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Celebrating our Differences

  • Thu 06 Oct 1:00 pm – 2:00 pm
  • Online
    • Joanne Lockwood, See Change Happen

Do we stop to consider what it is like to be us, and recognise how we can celebrate the difference in all of us? Learn how we can become self-aware of our own behaviours and enrich our perspectives and views of others. In this interactive and engaging session, Joanne Lockwood speaks about what you can do right now to step up and step in to celebrating the differences in all of us and the strength it brings.

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RO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 4th October 2022 - online distance learning event

  • Tue 04 Oct 9:30 am – 4:30 pm

The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO4 examination.

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RO2 (Investment Principles and Risk) Pre Exam Training, Thursday 29th September 2022 - online distance learning event

  • Thu 29 Sep 9:30 am – 4:30 pm

The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO2 examination.

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RO5 Financial Protection - Thursday 29th September 2022 - online distance learning event

  • Thu 29 Sep – Mon 29 Aug

The Personal Finance Society Hants and Dorset, Thames Valley and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO5 examination.

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RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 28th September 2022 - online distance learning event

  • Wed 28 Sep 9:30 am – 4:30 pm

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO1 examination.

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RO3 (Personal Taxation) Pre Exam Training, Monday 26th September 2022 - online distance learning event

  • Mon 26 Sep 9:30 am – 4:30 pm

The Personal Finance Society Hants and Dorset, Surrey & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the RO3 examination. This event will be run as an Online Distance Learning event.

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Cancelled - D&I and Sustainability Conference September 22nd 2022

  • Thu 22 Sep 9:15 am – 6:00 pm
  • Holiday Inn Winchester

Sorry but this event has had to be cancelled

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Quantum & Delay: Scope, cost, methodology and duration of building repairs

  • Tue 20 Sep 1:00 pm – 2:00 pm
  • Online
    • Hannah Fletcher, Hawkins

The scope and methodology of building repairs directly impacts the cost and duration of any repair. This webinar will look at how we assess these, as well as provide some case examples.

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RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 20th September 2022 - online distance learning event

  • Tue 20 Sep 9:30 am – 4:30 pm

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading 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 RO6 examination.

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Qualification pathway to ACII

  • Wed 07 Sep 1:00 pm – 2:00 pm
  • Online
    • Alison Cooper, Act One Training

Fast track your future. This session is intended for anyone currently studying a CII general insurance qualification at any level up to ACII. The focus of the content will be on what comes next after the CERT, with particular emphasis on coursework.

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AF5 (Financial Planning Process) Pre-Exam Training, Monday 5th September 2022 - online distance learning event

  • Mon 05 Sep 9:30 am – 4:30 pm

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised an online ‘distance learning’ training day for those members who are studying for and taking the AF5 examination on 13th September 2022.

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AF7 (Pension Transfers) Pre-exam Training Friday 2nd September 2022 - online distance learning event

  • Fri 02 Sep 9:30 am – 4:30 pm

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the AF7 examination. This event will be run as an Online Distance Learning event.

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