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This month

JO2 (Trusts) Pre Exam Training, Friday 14th February 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the JO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Tuesday 11th & Wednesday 12th February 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the two AF1 preparation days aim to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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Intro to Parametrics
This introduction to parametric insurance is an excellent opportunity for delegates to develop their understanding of this type of insurance. Parametric insurance is not new but is being developed for SMEs and provides options for previously uninsurable risk, such as flood. Presented by Nick Thomas & David Hole
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Major Loss Fire - Hawkins Forensic Investigation
In this presentation, Richard Fletcher will discuss a case study on the investigation into the cause of a major loss fire several years ago. The extensive building was severely damaged, and a significant portion had collapsed.
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AF4 (Investment Planning) Pre Exam Training, Thursday 6th & Friday 7th February 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the two AF4 preparation days aims to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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AF5 (Financial Planning Practice) Pre Exam Training, Wednesday 5th February 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the AF5 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the fact find that will be examined in the February 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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Your Career and Self Confidence - Part 4 - Resilience and rethinking risk taking
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.
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Paraplanning Fundamentals - unlock your full potential - Thursday 30th January 2025 - online learning workshop
Join this half-day Paraplanner training workshop with The Verve Group, to dive deep into all stages of the advice journey. Explore how great paraplanners can add value, improve client outcomes and really stand out in their role. The session is recorded and a copy is sent out to all delegates afterwards.
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Your Career and Self Confidence - Part 3 - Tools to help change your inner conversation
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.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4 of 10, Thursday 23rd January 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 4: The Nil Rate Band & Residential Nil Rate Band.
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Hawkins Forensic Investigation Part 2: Factors Affecting Self-Heating & Self-Heating to Ignition
Presenter: Martin Pope - Fire & Explosions Expert - Hawkins Forensic Investigation Continuing the topic of self-heating, Martin provides an opportunity for the audience to consider the factors that affect self-heating processes. He will share details from real cases and discuss how science provides clues into this fascinating subject, including how different processes can lead to devastating fires in commercial laundries and hay barns, as well as fires in domestic properties which can be caused by tumble dryers.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 of 10, Wednesday 22nd January 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 3: Will Trusts.
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Soft Skills Event One Hour Seminars, Session Three - Wednesday 22nd January 2025
Through its interactive and engaging instructor-led sessions, the Soft Skills Three 1 hour sessions will help experienced and newer members brush up on or learn specialist soft skills. The sessions are recorded and a copy is sent out to all delegates afterwards.
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Consumer Duty: Management information to prove good outcomes
Delivering good outcomes is a requirement under the Consumer Duty and the regulator is looking for evidence that firms are monitoring outcomes and dealing with poor practice in an agile and timely way. Presented by Jim Dart of Dart Compliance
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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.
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Soft Skills Event One Hour Seminars, Session Two - Wednesday 15th January 2025
Through its interactive and engaging instructor-led sessions, the Soft Skills Three 1 hour sessions will help experienced and newer members brush up on or learn specialist soft skills. The sessions are recorded and a copy is sent out to all delegates afterwards.
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RO6 (Financial Planning Practice) Pre Exam Training, Monday 13th January 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, 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 afterwards, together with practice questions.
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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.
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Soft Skills Event One Hour Seminars, Session One - Thursday 9th January 2025
Through its interactive and engaging instructor-led sessions, the Soft Skills Three 1 hour sessions will help experienced and newer members brush up on or learn specialist soft skills. The sessions are recorded and a copy is sent out to all delegates afterwards.
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Hawkins Forensic Investigation Part 1: 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?’
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