Previous events
All previous events
JO2 (Trusts) Pre Exam Training, Tuesday 30th August 2022 - online distance learning event
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
View event detailsAF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 22nd August & Friday 26th August 2022 - 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 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.
View event detailsJ12 (Securities Advice & Dealing) Pre Exam Training, Tuesday 2nd August 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 ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the J12 examination.
View event detailsPhotos from the Insurance Institute of Bournemouth Annual Dinner 2022
Photos of The Insurance Institute of Bournemouth 2022 Annual Dinner
View event detailsThe cost of poor acoustics in building, industry & environment
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.
View event detailsCharity Golf Day 2022
£180 per team of 3 golfers (alternatively individual bookings can be taken for £60 per person and we will place you in a team).
View event detailsManaging Anxiety through Change
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.
View event detailsInsurance Considerations for the Digital Asset Industry
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.
View event detailsA Practical Guide to Successful Retirement
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.
View event detailsAF4 (Investment Planning) Pre-Exam Training, Tuesday 10th May 2022 - Day 2 - online distance learning event
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.
View event detailsAF4 (Investment Planning) Pre-Exam Training, Monday 9th May 2022 - Day 1 - online distance learning event
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.
View event detailsAF7 (Pension Transfers) Pre-exam Training Wednesday 4th May 2022 - online distance learning event
To prepare for the AF7 exam covering the main aspects of the CII syllabus regarding pension transfers.
View event detailsAF5 (Financial Planning Process) Pre-Exam Training, Thursday 28th April 2022 - online distance learning event
To review the factfind issued by the CII, in preparation for the AF5 exam in May 2022
View event detailsYoung Professionals: How to Demonstrate and Develop Credibility
This webinar, aimed at young professionals, explores the characteristics of credibility and how to use it in an authentic way in business conversations. It also explores the importance of presence and confidence in credibility, even when not speaking. The aim of this webinar is for delegates to identify the knowledge and practical solutions on how to use gravitas and personal impact authentically.
View event detailsRO6 (Financial Planning Practice) Pre Exam Training, Thursday 21st April 2022 - online distance learning event
This course will cover the case study issued by the CII inpreparation for the RO6 exam on 26th April 2022.
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