Forthcoming events
This month
AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 - Tuesday 21st September 2021
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 AF1 examination.
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Webinar- Time Management Magic
Are you finding yourself time poor at the moment? Are you struggling to know what to prioritize in both the short and the long term? Would you like to spend more time on the right things for your business and your life? Would you like some help in dealing with the challenging behaviour you may be experiencing from clients?
View event detailsRO7 (Advanced Mortgage Advice) Pre Exam Training, Wednesday 22nd September 2021
The Personal Finance Society Hants & Dorset 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 RO7 examination.
View event detailsAF5 (Financial Planning Process) Pre-Exam Training, Friday 24th September 2021
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 AF5 examination
View event detailsAF4 (Investment Planning) Pre-Exam Training, Monday 27th September 2021 - Day 1
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 detailsAF4 (Investment Planning) Pre-Exam Training, Tuesday 28th September 2021 - Day 2
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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Webinar-The dynamics of the insurance market cycle
We are in now in the midst of the first hard market for many years; many insurance professionals have never experienced a hard market before. This session provides an understanding of how the insurance market cycle works, and the specific factors that drove this hard market.
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AF2 (Business Financial Planning) Pre-Exam Training, Friday 1st October 2021
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 AF2 examination.
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Cyber Security and Counter Fraud Controls
This webinar is aimed at SMEs within the financial services and insurance sectors looking to improve their own cyber security and counter fraud controls. It will also be of interest to individuals that manage cyber security policies and claims on behalf of their customers and clients.
View event detailsCF6 (Mortgage Advice) Pre Exam Training, Wednesday 13th October 2021
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 the CF6 examination.
View event detailsR05 Financial Protection - Wednesday 27th October 2021
The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth 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 RO5 examination.
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89th Annual Dinner -POSTPONED UNTIL SPRING 2022
See our news item for details. Due to current COVID 19 restrictions our Annual Dinner originally planned for 20th March 2020 was rearranged for 18th September 2020 and then postponed again until Autumn 2021. We are now planning to hold the Dinner to celebrate our Centenary on a Friday in the Spring of 2022 either 25th March or 1st April and will confirm the date as soon as we have agreed this with the venue and our previously booked guests. Further details to follow.
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