Previous events

All previous events

JO5 (Pension Income Options) Pre Exam Training, Thursday 1st September 2022 - online distance learning event

  • Thu 01 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 JO5 examination. This event will be run as an Online Distance Learning event. The cost of the day’s training will be £99 for Hants & Dorset, Thames Valley and Surrey PFS members and £99 for all other PFS members and £109 for non-PFS members.

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Financial Service Revision Courses 2022

  • Thu 01 Sep – Sat 31 Dec

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 the following online distance learning revision courses below for Q3 and Q4 2022. Please check our website – the Insurance Institute of Southampton Forthcoming events (cii.co.uk) or the PFS Regional website Hants & Dorset – PFS Regional updates (pfs-regions.org) for our programme of events.

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JO2 (Trusts) Pre Exam Training, Tuesday 30th August 2022 - online distance learning event

  • Tue 30 Aug 9:30 am – 4:30 am

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 JO2 examination. This event will be run as an Online Distance Learning event. The cost of the day’s training will be £99 for Hants & Dorset, Thames Valley and Surrey PFS members and £99 for all other PFS members and £109 for non-PFS members

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AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 22nd August & Friday 26th August 2022 - online distance learning event

  • Mon 22 Aug 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 AF4 examination. As AF4 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.

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J12 (Securities Advice & Dealing) Pre Exam Training, Tuesday 2nd August 2022 - Online Distance Learning Event

  • Tue 02 Aug 9:30 am – 4:30 am

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 ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the J12 examination.

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Photos from the Insurance Institute of Bournemouth Annual Dinner 2022

  • Sat 30 Jul – Sat 11 Jun
  • AFC Bournemouth

Photos of The Insurance Institute of Bournemouth 2022 Annual Dinner

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The cost of poor acoustics in building, industry & environment

  • Tue 12 Jul 1:00 pm – 2:00 pm
  • Online
    • Ros Lambert-Porter, Hawkins

Acoustic design is not something most people think about until a problem is identified. Errors in design, construction, or simply failure to consider acoustics can lead to annoyance, loss of privacy, and, in some cases, increased risk to health and safety. This webinar will address some of the common issues we investigate, with a particular focus on noise in the built environment.

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Charity Golf Day 2022

  • Wed 22 Jun 10:00 am – 8:00 pm
  • Dudsbury Golf Course & Hotel

£180 per team of 3 golfers (alternatively individual bookings can be taken for £60 per person and we will place you in a team).

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Managing Anxiety through Change

  • Wed 15 Jun 12:00 pm – 1:00 pm
  • Online
    • Claire Russell, Mental Health in Business

This webinar will explore anxiety, what it is, how and why it shows up in the workplace and what can be done to reduce the impact of anxiety on well-being and performance. Attendees will get practical tools and techniques to help them manage anxiety and to thrive at work and in life.

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Insurance Considerations for the Digital Asset Industry

  • Thu 09 Jun 11:00 am – 12:00 pm
  • Online
    • Claire Davey, Cyber Claire Ltd

Insurance Considerations for the Digital Asset Industry provides participants with an explanation of digital asset currencies and NFTs – what they are and what insurance coverages are available. The session brings this to life through public claims scenarios and offers a ‘check list’ of good risk management practices that underwriters can look out for.

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A Practical Guide to Successful Retirement

  • Wed 18 May 5:00 pm – 6:15 pm
  • Online
    • Anne Cannings, Retirement Life Plan
    • Nigel Pacey, Retirement Life Plan

Retirement is a major life transition. It is likely to last many years. While for many it is the reward for years of hard work, for a significant proportion retirement is not the positive experience they expected. This workshop uses an evidenced based approach to explore the key challenges and adjustments required, and identifies what we need to do, beyond the financial planning, to ensure a fulfilling future.

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AF4 (Investment Planning) Pre-Exam Training, Tuesday 10th May 2022 - Day 2 - online distance learning event

  • Tue 10 May 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the syllabus. All sessions are recorded and sent on to the delegates.

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AF4 (Investment Planning) Pre-Exam Training, Monday 9th May 2022 - Day 1 - online distance learning event

  • Mon 09 May 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the syllabus. All sessions are recorded and sent on to the delegates.

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AF7 (Pension Transfers) Pre-exam Training Wednesday 4th May 2022 - online distance learning event

  • Wed 04 May 9:30 am – 4:30 pm

To prepare for the AF7 exam covering the main aspects of the CII syllabus regarding pension transfers.

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AF5 (Financial Planning Process) Pre-Exam Training, Thursday 28th April 2022 - online distance learning event

  • Thu 28 Apr 9:30 am – 4:30 pm

To review the factfind issued by the CII, in preparation for the AF5 exam in May 2022

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