Previous events
All previous events
AF4 (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.
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Webinar- 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.
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16th 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.
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Getting 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.
View event detailsER1 (Equity Release) Pre Exam Training- 8th September 2021
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.
View event detailsAF7 (Pension Transfers) Pre-exam Training-6th 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 AF7 examination.
View event detailsRO4 (Pensions and Retirement Planning) Pre Exam Training 3rd September 2021
The Personal Finance Society Hants and Dorset, Thames Valley and Surrey 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 RO4 examination.
View event detailsRO3 (Personal Taxation) Pre Exam Training-1st September 2021
The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth 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 RO3 examination.
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A plain English overview of Contractors insurance
From small builder to plumbers through to large building firms there are an increasing number of contractors needing insurance often due to the fact that building firms now take on contractors rather than employees. These contractors need professional guidance on their insurance needs and this presentation will outline the main factors to be taken into account. The presentation will look at the main insurance needs of a contractor. The webinar will include looking at contract works cover, understanding contractor liability cover including non-negligence cover, understanding the Business Interruption cover including understanding how to add fines and damages to the contractors’ policy and why current limits of indemnity are often not sufficient.
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Vacant Properties
In a vacant property any damage is likely to be exacerbated by the length of time it takes for the damage to be noticed and repaired. Covid-19 and the introduction of national lockdowns meant that 2020 saw a dramatic increase in the number of buildings being left vacant for an extended period, with little or no warning and time to prepare and has meant that de-commissioning of the building and services were not undertaken.
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Women's Forum: Julie Page, CEO Aon
Join us to hear and learn from Julie's professional journey - the challenges along the way, and how she faced and overcame them to become a leader in a male dominated industry.
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