Forthcoming events

This month

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 - Tuesday 21st September 2021

  • Tue 21 Sep 9:30 am – 4:30 pm
  • Online
    • Dean Scott, L & D Solutions

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

  • Tue 21 Sep 1:00 pm – 2:00 pm
  • Online
    • Michael Quigley, Kataholos

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?

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RO7 (Advanced Mortgage Advice) Pre Exam Training, Wednesday 22nd September 2021

  • Wed 22 Sep 9:30 am – 4:30 pm
  • Online
    • Paul Archer

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.

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AF5 (Financial Planning Process) Pre-Exam Training, Friday 24th September 2021

  • Fri 24 Sep 9:30 am – 4:30 pm
  • Online
    • Darren Slater FPFS, L & D Digital Solutions

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

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AF4 (Investment Planning) Pre-Exam Training, Monday 27th September 2021 - Day 1

  • Mon 27 Sep 9:30 am – 4:30 pm
  • Online
    • Louise Worsfold FPFS, L & D Digital Solutions

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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AF4 (Investment Planning) Pre-Exam Training, Tuesday 28th September 2021 - Day 2

  • Tue 28 Sep 9:30 am – 4:30 pm
  • Online
    • Louise Worsfold FPFS, L & D Digital Solutions

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

  • Tue 28 Sep 2:00 pm – 3:00 pm
  • Online
    • Diane Jenkins and Nick Thomas, Nick Thomas & Associates

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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All forthcoming events

AF2 (Business Financial Planning) Pre-Exam Training, Friday 1st October 2021

  • Fri 01 Oct 9:30 am – 4:30 pm
  • Online
    • Darren Slater FPFS, L & D Digital Solutions

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

  • Tue 05 Oct 1:00 pm – 2:00 pm
  • Online
    • Craig Wooldridge, IASME
    • Chris Pinder, IASME
    • Robert Brooker, PKF GM

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.

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CF6 (Mortgage Advice) Pre Exam Training, Wednesday 13th October 2021

  • Wed 13 Oct – Fri 06 Aug
  • Online
    • 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.

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R05 Financial Protection - Wednesday 27th October 2021

  • Wed 27 Oct 9:30 am – 4:30 pm
    • Paul Archer

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

  • Fri 25 Mar – Sat 26 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 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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