Events
Forthcoming events
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 3: Will Trusts.
Tue 07 Jan 10:00 am – 4:00 pm
Cams Hall, Fareham
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 4: The Nil Rate Band & Residential Nil Rate Band.
Wed 08 Jan 10:00 am – 4:00 pm
Cams Hall, Fareham
The Myth of Spontaneous Human Combustion & The Science of Self-Heating
Dr Andrew Moncrieff will look at the age old idea of spontaneous human combustion, exploring reasons why a human body might suddenly burst into flames with no outside influences. He will be answering questions such as ‘what is it?’, ‘what does it involve?’ and ‘is it self-heating?’
Thu 09 Jan 9:30 am – 10:15 am
Online
Your Career and Self Confidence - Part 1 - Your Concept of Success
How to succeed without feeling like an imposter
Why is this important?
Self-doubt, feelings of inadequacy or a lack of confidence can burden and cripple career progression. This programme unlocks tools and strategies to achieve healthier thought patterns, boost confidence and collaboration within teams.
What is this?
This is a four-part, interactive programme of 1 x hour sessions - to be held in January. It’s designed to help members of the Insurance Institute of the Southampton develop their self confidence, increase their motivation and build resilience.
Drawing on cutting edge research, the programme is both thought provoking and practical and has received great feedback from participants.
Thu 09 Jan 1:00 pm – 2:00 pm
Online
RO6 (Financial Planning Practice) Pre Exam Training, Monday 13th January 2025
The RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the January 2025 sitting. The session is recorded and a copy is sent out to all delegates.
Mon 13 Jan 9:30 am – 4:30 pm
Online
Your Career and Self Confidence - Part 2 - Imposter syndrome – up close
How to succeed without feeling like an imposter
Why is this important?
Self-doubt, feelings of inadequacy or a lack of confidence can burden and cripple career progression. This programme unlocks tools and strategies to achieve healthier thought patterns, boost confidence and collaboration within teams.
What is this?
This is a four-part, interactive programme of 1 x hour sessions - to be held in January. It’s designed to help members of the Insurance Institute of the Southampton develop their self confidence, increase their motivation and build resilience.
Drawing on cutting edge research, the programme is both thought provoking and practical and has received great feedback from participants.
Thu 16 Jan 1:00 pm – 2:00 pm
Online
Previous events
Christmas CPD Event - What we can learn from Sparkling Wines...
Innovation, Competition & Consumer Behaviours - What we can learn from Sparkling Wines.
When it comes to disruption, increased competition and changing consumer behaviours in the wine industry, champagne has experienced it all in recent years as new world and old world wineries have begun to produce top quality wines to challenge the traditional producers. There are parallels with the insurance and financial services industries, which have also been experiencing similar trends in respect to the services and products we offer in light of changing consumer behaviours. Through tasting 5 sparkling wines from different corners of the world, Jeff Heasman will draw on his expertise in wines and insurance to show what lessons we can learn in insurance and financial services when it comes to innovation and competition in the market. Renowned for their fun and relaxed way of learning, this is a session not to be missed!
Fri 13 Dec 6:00 pm – 8:00 pm
Cams Hall, Fareham
Hawkins Webinar - Bolted Steel Connections in Fires
Presenter: Andrew Foster - Hawkins Forensic Investigation
Overview: Bolts are critical components in structural steel connections that effectively govern their performance, particularly during fires where robustness becomes an important factor.
Andrew explores the fundamental ways in which bolted connections can fail and some of the options available to achieve better performance.
Thu 12 Dec 9:30 am – 10:15 am
Online
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 2: Inheritance Tax.
Wed 11 Dec 10:00 am – 4:00 pm
Investec Wealth & Investment, Bournemouth
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 1: Wills/Intestacy & Introduction to Trusts
Tue 10 Dec 10:00 am – 4:00 pm
Investec Wealth & Investment, Bournemouth
Lloyd's and the London Market
CPD event presented by Zing 365 - Jennifer Yeates.
This course looks into the London Market and just how Lloyd’s is positioned within it. We look at the operation of Lloyds, its stakeholders and its place in the global insurance market.
There are a variety of different classes of business that are transacted through Lloyd’s and we will look at how risks are placed and the claims process. We will complete the session by identifying the regulatory bodies within this marketplace.
Thu 05 Dec 1:00 pm – 2:00 pm
Online
AF8 (Retirement Income Planning) Pre-exam Training, Wednesday 4th December 2024
The objective is to develop and demonstrate the advanced skills needed for advising on income planning to those in and approaching retirement. This session is recorded and a copy is sent out to all delegates.
Wed 04 Dec 10:00 am – 4:00 pm
Online