Previous events
All previous events
How to Identify Potential Recoveries & Not Miss an Opportunity - a Legal Perspective
Whilst working within a busy insurance industry it is all too easy for a recovery to be missed, evidence disposed of and the opportunity to recover money for insurers to be lost. This webinar will explain the legal bases required in order to pursue a successful claim and what you need to look out for in order to identify whether there is a potential recovery.
View event detailsR05 Financial Protection - Wednesday 27th October 2021
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.
View event detailsWomen’s Forum: Don’t be a passenger in your own career, take the driving seat
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.
View event detailsCF6 (Mortgage Advice) Pre Exam Training, Wednesday 13th October 2021
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.
View event detailsCyber Security and Counter Fraud Controls
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.
View event detailsAF2 (Business Financial Planning) Pre-Exam Training, Friday 1st October 2021
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.
View event detailsWebinar-The dynamics of the insurance market cycle
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.
View event detailsAF4 (Investment Planning) Pre-Exam Training, Tuesday 28th September 2021 - Day 2
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.
View event detailsAF4 (Investment Planning) Pre-Exam Training, Monday 27th September 2021 - Day 1
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.
View event detailsAF5 (Financial Planning Process) Pre-Exam Training, Friday 24th September 2021
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
View event detailsRO7 (Advanced Mortgage Advice) Pre Exam Training, Wednesday 22nd September 2021
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.
View event detailsWebinar- Time Management Magic
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?
View event detailsAF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 - Tuesday 21st September 2021
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.
View event detailsAF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 1 - Monday 20th September 2021
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.
View event detailsJO5 (Pension Income Options) Pre Exam Training, Monday 20th September 2021
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.
View event detailsIF1 Revision Course - Insurance Legal and Regulatory
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.
View event details16th Annual Golf Day- Deadline for bookings 31st August!
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.
View event detailsJO2 (Trusts) Pre Exam Training, Monday 13th September 2021
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.
View event detailsRO6 (Financial Planning Practice) Pre Exam Training, Friday 10th September 2021
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.
View event detailsGetting over your live video fear so that you can thrive on camera
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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