Previous events

All previous events

WEBINAR: Change is good - embracing change

  • Mon 01 Mar 1:00 pm – 2:00 pm
    • Michael Quigley, Kataholos

This webinar will show you how to be flexible and adapt with changes to the benefit of all concerned, both in the workplace and in life.

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Hard talk: how to communicate with customers about price rises and other impacts of a hard market

  • Thu 25 Feb 2:30 pm – 3:30 pm
  • Webinar
    • Jeff Heasman, Insurance Upskill

As we enter a hard market, so our conversations with clients become harder. Trying to communicate price rises and potentially narrower cover creates significant challenges, and if not handled well, can significantly impact the relationship with customers not only now but in the future. This webinar will provide you with communication strategies that will enable you to communicate with clients in a way that keeps them onboard now and for the future. This is a Zoom webinar.

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WEBINAR: 7 top tips to be an effective learner

  • Mon 22 Feb 1:00 pm – 2:00 pm
    • Jeff Heasman, Insurance Trainer

This practical and interactive webinar is perfect for candidates studying towards professional qualifications with either an exam or coursework element. With often limited, or sometimes no tutor support, it is extremely difficult to balance home, work and study.

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WEBINAR: BI Test Case - Supreme Court Judgment

  • Tue 09 Feb 1:00 pm – 2:00 pm
    • Damian Glynn, Sedgwick International UK
    • Toby Rogers, Clyde & Co

This webinar will cover the Supreme Court Judgment on the BI Test Case, with views from Damian Glynn, Sedgwick and Toby Rogers, Clyde & Co.

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WEBINAR: The Generation Game

  • Wed 27 Jan 3:00 pm – 4:30 pm
    • Russell Beck, ImagineThinkDo Ltd

The Generation Game' is designed to stretch your imagination and unlock the value of your people. It will cover the challenges and opportunities of managing a multi-generational workforce.

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M92 Remote Revision Course - Business and Finance in Insurance

  • Mon 25 Jan 1:00 pm – 4:00 pm
    • Alan Chandler, Insurance Trainer

This M92 course is limited to 20 members and will be delivered over 2x three hour revision sessions which will cover all the main aspects of the CII diploma subject M92 business and finance module.

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WEBINAR: The Insurance Implications of Brexit

  • Mon 18 Jan 3:00 pm – 4:00 pm
    • Alan Chandler

Despite dominating much of the press coverage for many years, due to the occurrence of Covid-19 around the globe Brexit is now getting far less press coverage, and there is a danger the insurance industry could slip into 2021 without fully considering the impact of Brexit.

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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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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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