Previous events

This month

Women’s Forum: Don’t be a passenger in your own career, take the driving seat

  • Thu 21 Oct 12:30 pm – 1:30 pm
  • Online
    • Sandra Lewin

Do you pay attention to the opportunities around you? Do you ever feel discouraged to take a risk? Are you unsure of your career and what to do next? Do you seek change? Join Sandra Llewin for this insightful webinar to learn more about yourself and how to take the lead in your career.

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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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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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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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All previous events

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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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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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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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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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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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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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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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 1 - Monday 20th September 2021

  • Mon 20 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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JO5 (Pension Income Options) Pre Exam Training, Monday 20th September 2021

  • Mon 20 Sep 9:30 am – 4:30 pm
  • Online
    • 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.

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IF1 Revision Course - Insurance Legal and Regulatory

  • Thu 16 Sep 9:30 am – 12:30 pm
  • Online
    • Alison Cooper, Act One Training

This interactive training course, delivered in two sessions, will provide an opportunity for participants to build their insurance knowledge and practice multiple choice questions. THIS COURSE IS FULLY BOOKED, PLEASE CONTACT julie.hicks@cii.co.uk if you wish to be added to a reserve list.

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16th Annual Golf Day- Deadline for bookings 31st August!

  • Tue 14 Sep 11:00 am – 8:00 pm
  • Mapledurham Golf Club

16th Annual Golf Day in memory of Andrew Bickerton for the Andrew Bickerton Trophy. This is a charity event in aid of the Motor Neurone Disease Association. This event was postponed from July 2020 due to the pandemic and ongoing restrictions. Please contact admin@ciireading.co.uk for a booking form. ONLINE BOOKING IS NOT AVAILABLE FOR THIS EVENT due to the extent of information required This Event is once again sponsored by Dual Oliva Ltd.

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JO2 (Trusts) Pre Exam Training, Monday 13th September 2021

  • Mon 13 Sep 9:30 am – 4:30 pm
  • Online
    • 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.

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RO6 (Financial Planning Practice) Pre Exam Training, Friday 10th September 2021

  • Fri 10 Sep 9:30 am – 4:30 pm
  • Online
    • Darren Slater FPFS, 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 ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the RO6 examination.

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Getting over your live video fear so that you can thrive on camera

  • Wed 08 Sep 1:00 pm – 2:00 pm
  • Online
    • Christina Robinson, Green Umbrella Marketing

There’s no denying it, live video is not going anywhere soon - It’s here to stay! If you’ve struggled to show up consistently on video from a marketing perspective, you are not alone and Live video, in particular, can be awkward, scary, and at times, a technical pain! In this strategy-packed session, you’ll discover tips and techniques to embrace video with a more personal, casual approach, while creating a stress-free, seamless experience that attracts your perfect audience.

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ER1 (Equity Release) Pre Exam Training- 8th September 2021

  • Wed 08 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 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 ER1 examination.

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AF7 (Pension Transfers) Pre-exam Training-6th September 2021

  • Mon 06 Sep – Fri 06 Aug
  • Online
    • John Trayner FCII FPFS

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 AF7 examination.

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