Previous events
All previous events
STEP Financial Services Certificate Course Information Only
STEP (Society of Trust and Estate Practitioners) Certificate Course. This 10 day FACE to FACE course over 9 months will prepare the candidate for the STEP Financial Services Certificate Exam on 7th November 2023. To express your interest in this course, please register. If we have sufficient numbers we will run the course.
View event details
AF5 (Financial Planning Process) Pre-Exam Training, Friday 17th February 2023 - online distance learning event
To review the factfind issued by the CII in February 2023, in preparation for the AF5 exam on 28th February 2023. This session is recorded and a copy is sent out to all delegates.
View event details
JO5 (Pension Income Options) Pre Exam Training, Thursday 16th February 20223 - online distance learning event
This course covers the main aspects of retirement income planning covered in the JO5 syllabus and exam. This session is recorded and a copy is sent out to all delegates.
View event details
Hawkins Webinar - BLEVEs: The Hidden Dangers of Back Boilers
This session will cover the risks associated with domestic back boilers, and how environmental factors and incorrect decommissioning can result in catastrophic damage to property.
View event details
JO2 (Trusts) Pre Exam Training, Wednesday 15th February 2023 - online distance learning event
The course will cover the key areas of study of the JO2 (Trusts) syllabus and the exam. This session is recorded and a copy is sent out to all delegates.
View event details
Hawkins Webinar - Crane Safety - Not just torquing nuts! A review of the Carol Anne crane collapse
A review of a fatal crane accident that occurred on the Carol Anne workboat off Mull in 2015 including: - the mechanics of the incident - the complexity of crane mounting - the benefits of investigating at an early stage
View event detailsWEBINAR - Resilience for Good Mental Wellbeing
Resilience is fundamental to good mental health and success in business/work and life. This webinar explores how we can all develop resilience in ourselves and in our teams. This will include practical advice and tools to help you to build your and your team's resilience. The session is a mix of slides and interactive discussions designed to ensure effective learning in a short timeframe.
View event details
AF1 (Personal Tax & Trust Planning) Pre Exam Training, Monday 30th & Tuesday 31st January 2023 - online distance learning event
2 day course covering the AF1 syllabus and exam. All sessions are recorded and sent out to all the delegates.
View event detailsConsumer Duty
BRANKO BJELOBABA - What is the new Consumer Duty and what will you have to do?
View event details
Hawkins Webinar - Over-Fired Air (OFA) in Industrial Boilers
Paul will discuss how pollution control technology can cause a loss of steam and/or power generation.
View event details18th January RO6 (Financial Planning Practice) Pre Exam Training, Wednesday 18th January 2023 - online distance learning event
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.
View event details
Sustainability Webinar
We welcome all members and guest to attend this afternoon webinar via Zoom. We have a fantastic line-up of speakers and we hope that you can join us.
View event details
Face to Face Networking, CPD Seminar, Lunch & RNLI Tour
Taking control of your career through developing personal brand and building your social media presence in a corporate role. Including lunch and a tour of the RNLI Poole Start: 12:30pm (lunch and network is 12:30 to 1pm; CPD is 1 to 2pm); Finish: 3:30pm (optional tour is 2 to 3:30pm)
View event details
Escapes of Water
This webinar will cover common causes of escapes of water and how Regulations, Standards and Manufacturer’s guidance can be used to achieve a recovery.
View event detailsWebinar - How to Pass Exams in Less Study Time AND Get Better Results
Studying professional exams successfully is about two things. Managing the limited time we have available and making sure we pass with the best grades possible. In this 60 min session, David Thomas will share strategies and ideas on passing financial services exams that will transform your studying ability.
View event detailsWebinar - Mental Fitness: From Stress Management to Psychological Wellbeing
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.
View event detailsRO5 Financial Protection - Tuesday 22nd November 2022 - online distance learning event
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.
View event detailsRO4 (Pensions and Retirement Planning) Pre Exam Training, Friday 18th November 2022 - online distance learning event
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.
View event details
Wind induced failures of buildings & Reducing flood risk during remedial works
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.
View event details
RO3 (Personal Taxation) Pre Exam Training, Friday 11th November 2022 - online distance learning event
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.
View event details