Forthcoming events

This month

Webinar-FCA New Temporary Rules for General Insurance (in response to coronavirus)

  • Mon 08 Jun 2:00 pm – 3:00 pm
  • Webinar
    • Branko Bjelobaba FCII, MIoD

This comprehensive and interactive one hour webinar will focus on the long list of new temporary rules and guidance now finalised by the FCA for the general insurance sector (apply from 18 May 2020) and is a one-stop-shop for knowing what has to be done in a compliant and timely manner. It goes in hand with the separate “How general insurance can cope financially as a result of coronavirus” event which looks at the critical financial aspects for intermediaries to enable them to ride out this storm.

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Young Professionals CPD Webinar - How to plan for your financial future

  • Tue 09 Jun 12:30 pm – 1:30 pm
  • Webinar
    • Jessica McGuigan DipPFS , Critchleys LLP
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AF7 (Pension Transfers) Pre Exam Training, Wednesday 17th June 2020

  • Wed 17 Jun 9:30 am – 5:30 pm
  • Webinar
    • Dean Scott, L & D Digital

The Personal Finance Society Hants and Dorset & Thames Valley Regional Committees 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 AF7 examination in July 2020.

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All forthcoming events

AF5 (Financial Planning Process) Pre-Exam Training, Friday July 3rd 2020

  • Fri 03 Jul 9:30 am – 5:00 pm
  • Webinar
    • Dean Scott, L & D Digital

The Personal Finance Society Hants and Dorset & Thames Valley Regional Committees 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 AF5 examination in July 2020.

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Why you need to be talking to your Clients about D&O and EPL Cover Now!

  • Wed 08 Jul 1:00 pm – 2:00 pm
  • Webinar
    • Alan Chandler
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RO1 Day 1 (Financial services, regulation and ethics) Pre Exam Training, Monday 13th July 2020 - online distance learning event

  • Mon 13 Jul 9:30 am – 12:30 pm
  • Webinar
    • Giles Hewitt, Hewitt Financial Training Ltd

The Personal Finance Society Hants and Dorset & Thames Valley Regional Committees 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 RO1 examination. The RO1 course will consist of two half day sessions on Monday 13th July and Monday 20th July.

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Ghost Broking-the not so phantom menace

  • Tue 14 Jul.
    • Jeff Heasman, Insurance Upskill

More details on timing/date/content to follow

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Storytelling: Communicate with Power and transform your business

  • Thu 16 Jul.
  • Webinar
    • Jeff Heasman, Insurance Upskill

More details on date/timing/content to follow

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89th Annual Dinner -Friday 20th March 2020 POSTPONED UNTIL 18th September

  • Fri 18 Sep – Sat 19 Sep
  • Reading FC Conference and Events

See our news item for details. We have rearranged our event for 18th September 2020.

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