Forthcoming events

All forthcoming events

AF4 (Investment Planning) Pre-Exam Training days- 3rd and 24th September

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

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. Due to the COVID-19 pandemic, the Regional Committees have suspended all Face to Face events for 2020. This will be an online distance learning event.

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JO2 (Trusts) Pre Exam Training

  • Wed 16 Sep 9:30 am – 4:30 am
  • Webinar
    • John Trayner FCII FPFS

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. Due to COVID-19 the Regional Committees and local institutes have suspended all Face to Face events for 2020 and this event will be run as an Online Distance Learning event.

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7 Secrets of Highly Visible People-How to Raise your Visibility for Career Success in uncertain times

  • Thu 17 Sep 2:30 pm – 4:00 pm
  • Webinar
    • Susan Heaton Wright, Superstar Communicator

We are pleased to welcome back Susan Heaton Wright who delivered the 'Resilience and looking after yourself in challenging times' webinar in April. This webinar is the first in a trilogy of soft skills webinars in September and early October. Overview: How is it that some people rapidly climb the career ladder whilst others – who might be equally as good, remain at a lower level? Having studied very successful people; watching their behaviour, actions and attitudes, Susan has identified key engagements these successful people do in order to be visible to decision makers. And in this time where cuts are being made, you want to be the go to person: the person who is positively noticed – and she doesn't mean the loudest person: the last person standing when difficult decisions are made.

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AF2 (Business Financial Planning) Pre-Exam Training Day

  • Wed 23 Sep 9:30 am – 4:30 pm
  • Webinar
    • Dean Scott

The Personal Finance Society Hants & 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 AF2 examination. Due to the COVID-19 pandemic, the Regional Committees have suspended all Face to Face events for 2020. This will be an online distance learning event.

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7 habits of highly effective negotiators in the insurance and financial services industry

  • Wed 23 Sep 3:00 pm – 4:00 pm
  • Webinar
    • Jeff Heasman, Insurance Upskill

We welcome back a regular presenter, Jeff Heasman for the second in our trilogy of soft skills seminars for September and October. Good negotiation skills are crucial to many different roles within the insurance and financial services sector, and though we may not always realise it, most of our day-to-day work centres around negotiations. That said, little or no formal training is devoted towards these essential skills. This is an interactive and fun session that introduces the key elements of a negotiation process.

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J05 (Pension Income Options) Pre Exam Training

  • Thu 24 Sep 9:30 am – 4:30 pm
  • Webinar
    • John Trayner FCII FPFS

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. Due to COVID-19 the Regional Committee have suspended all Face to Face events for 2020 and this event will be run as an Online Distance Learning event.

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"An overview of how the Covid19 pandemic has impacted customers, brokers and insurers with regard to cyber insurance"

  • Mon 28 Sep 2:30 pm – 3:30 pm
  • Webinar
    • Stephen Ridley Cert CII, Hiscox UK

More details to follow. This will be a webex webinar

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RO6 (Financial Planning Practice) Pre Exam Training Day

  • Wed 30 Sep 9:30 am – 4:30 pm
  • Webinar
    • Dean Scott, L & D Digital

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. Due to the COVID-19 pandemic, the Regional Committee have suspended all Face to Face events for 2020. This will be an online distance learning event.

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Be The Best You Can be- 6 steps to success

  • Thu 01 Oct 2:00 pm – 3:00 pm
  • Webinar
    • Sandro Forte, Forte Financial Group

This is the final soft skills webinar in our trilogy. As one of the UK’s most respected and successful financial professionals Sandro Forte shares six key principles to success in growing a financial services business, even in challenging times. Sandro will focus on the importance of a strong mindset; generating new business opportunities, dealing with common objections and building a world class service proposition to create business sustainability.

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Business Interruption Insurance - all you need to know, explained in plain English

  • Thu 08 Oct 11:00 am – 12:00 pm
  • Webinar
    • Alan Chandler

The Arbory case has left brokers wide open to be sued if they do not proactively guide their clients through setting correct Gross profit sums insured - this is why this webinar is so essential. Presented by Alan Chandler, one of the UK's most popular insurance presenters, Alan will take this opportunity to run through how business interruption insurance should be correctly set up. Alan will lift the myths away from Bi and show how, in his easy to understand style, you can get this cover on a correct footing going forward.

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How to set the correct property sums insured

  • Wed 04 Nov 11:00 am – 12:00 pm
  • Webinar
    • Alan Chandler

It is estimated that 90% of policies have incorrect sums insured! This presentation looks at the major issue of under insurance in the UK property market and how to help your clients avoiding the under insurance trap. The webinar, will look at what clients actually need to take into when settling Buildings, Contents and Stock sums insured.

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CF6 (Mortgage Advice) Pre Exam Training Day

  • Thu 05 Nov 9:30 am – 4:30 pm
  • Webinar
    • Paul Archer

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. Due to the COVID-19 pandemic, the Regional Committees have suspended all Face to Face events for 2020. This will be an online distance learning event.

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R01 (Financial services, regulation and ethics) Exam Training Days -Day 1 and Day 2

  • Tue 10 Nov 9:30 am – 12:30 pm
  • Webinar
    • Giles Hewitt, Hewitt Financial Training Ltd

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committee 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 RO1 examination. The RO1 course will consist of two half day sessions on Tuesday 10th November and Tuesday 17th November. Due to the COVID-19 pandemic, all face to face training organised by the Regional Committee has been suspended for 2020.

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89th Annual Dinner -Friday 20th March 2020 POSTPONED UNTIL March 2021

  • Fri 12 Mar – Fri 12 Mar
  • Reading FC Conference and Events

See our news item for details. Due to current COVID 19 restrictions our Annual Dinner originally planned for 20th March 2020 and rearranged for 18th September 2020 cannot take place. We are planning to hold the Dinner to celebrate our Centenary on a Friday in March 2021 and will confirm the date as soon as we have agreed this with the venue. Further details to follow.

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