Previous events

All previous events

The Power of Mindset

  • Tue 07 Mar 1:00 pm – 2:00 pm
  • Online
    • Nick Thomas

This webinar will help you understand research on the nature of talent and the importance of mindset. You will appreciate how a growth mindset can lead to greater success, happiness, and resilience. You’ll also learn how to adopt a growth mindset in our own lives and how to develop and foster it in the lives of others.

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Hawkins Webinar - MEWPs on Construction Sites: A Lower Risk Option

  • Thu 02 Mar 9:30 am – 10:15 am
  • Online
    • Jon Watkins, Hawkins

This session will look at the types of Mobile Elevated Working Platforms available including: - training and qualifications required - potential hazards - examples of MEWP related incidents

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AF7 (Pension Transfers) Pre-exam Training Tuesday 28th February 2023 - online distance learning event

  • Tue 28 Feb 9:30 am – 4:30 pm

This course covers the main topics of the AF7 syllabus and the exam. This session is recorded and a copy is sent out to all delegates.

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STEP Financial Services Certificate Course Information Only

  • Thu 23 Feb 1:00 am – 1:05 am

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.

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AF5 (Financial Planning Process) Pre-Exam Training, Friday 17th February 2023 - online distance learning event

  • Fri 17 Feb 9:30 am – 4:30 pm

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.

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JO5 (Pension Income Options) Pre Exam Training, Thursday 16th February 20223 - online distance learning event

  • Thu 16 Feb 9:30 am – 4:30 pm

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.

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Hawkins Webinar - BLEVEs: The Hidden Dangers of Back Boilers

  • Thu 16 Feb 9:30 am – 10:15 am
  • Online
    • Dr Tom Peat, Hawkins

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.

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JO2 (Trusts) Pre Exam Training, Wednesday 15th February 2023 - online distance learning event

  • Wed 15 Feb 9:30 am – 4:30 pm

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.

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Hawkins Webinar - Crane Safety - Not just torquing nuts! A review of the Carol Anne crane collapse

  • Thu 02 Feb 9:30 am – 10:15 am
  • Online
    • John Holland, Hawkins

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

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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Monday 30th & Tuesday 31st January 2023 - online distance learning event

  • Mon 30 Jan – Tue 31 Jan

2 day course covering the AF1 syllabus and exam. All sessions are recorded and sent out to all the delegates.

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Human v Automated Decision-Making: have we gone too far?

  • Thu 19 Jan 12:30 pm – 1:30 pm
  • Online
    • Jeff Heasman

This thought-provoking webinar will examine both sides of the debate and suggest a way forward to ensure the best possible outcome for the profession and for our clients.

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Young Professional of the Year 2022 Award

  • Thu 19 Jan – Fri 10 Feb

Are you or do you know a Guildford CII/PFS member that has made great strides in their career through outstanding personal and professional development this year? If so, the Guildford Young Professionals Committee is pleased to announce that applications for the ‘Young Professional of the Year 2022’ award are now open!

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RO6 (Financial Planning Practice) Pre Exam Training, Wednesday 18th January 2023 - online distance learning event

  • Wed 18 Jan 9:30 am – 4:30 pm

The RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the January 2023 sitting. The session is recorded and a copy is sent out to all delegates.

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Escapes of Water

  • Wed 07 Dec 1:00 pm – 2:00 pm
  • Online
    • Neville Tranter, Hawkins

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.

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Hard Talk: How to communicate with customers about price rises and other impacts of a hard market …

  • Thu 01 Dec 12:30 pm – 1:30 pm
  • Online
    • Jeff Heasman

This webinar will provide you with communication strategies that will enable you to communicate with clients in a way that keeps them onboard now and for the future.

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RO5 (Financial Protection) Pre Exam Training - online distance learning event

  • Tue 22 Nov 9:30 am – 4:30 pm
  • Online
    • Giles Hewitt

This course covers the main topics covered in the RO5 syllabus and the exam. The session is recorded and a copy is sent out to all delegates.

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RO4 (Pensions and Retirement Planning) Pre Exam Training - online distance learning event

  • Fri 18 Nov 9:30 am – 4:30 pm
  • Online
    • Giles Hewitt FPFS

This course covers the main topics covered in the RO4 syllabus and exam. The session is recorded and a copy is sent out to all delegates.

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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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How to set correct business interruption sums insured in a high inflation world

  • Mon 14 Nov 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This presentation will lift the myths away from Bi and show how you can get this cover on a correct footing going forward.

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RO3 (Personal Taxation) Pre Exam Training - online distance learning event

  • Fri 11 Nov 9:30 am – 4:30 pm
  • Online

This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.

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