Previous events

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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

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.

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).

R05 Financial Protection - Thursday 16th June 2022 - online distance learning event

• Thu 16 Jun 9:30 am – 4:30 pm