Previous events
All previous events
RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 27th March 2024 - online distance learning event
This course covers the main topics covered in the RO4 syllabus and exam. The session is recorded and a copy is sent out to all delegates. The learning objectives are as follows: 1. Understand the political, economic and social environment factors which provide the context for pensions planning. 2. Understand how the HM Revenue & Customs (HMRC) tax regime applies to pensions planning. 3. Understand the relevant aspects of pensions law and regulation to pensions planning. 4. Understand the structure, characteristics and application of Defined Benefit (DB) schemes to an individual’s pension planning. 5. Analyse the range of Defined Contribution (DC) scheme options as they apply to an individual’s pension planning. 6. Analyse the options and factors to consider for drawing pension benefits. 7. Explain the structure, relevance and application of State Schemes to an individual’s pension planning. 8. Evaluate the aims and objectives of retirement planning, including the relevant investment issues.
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RO3 (Personal Taxation) Pre Exam Training, Tuesday 26th March 2024 - online distance learning event
This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.
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RO2 (Investment Principles and Risk) Pre Exam Training, Tuesday 19th March 2024 - online distance learning event
This course covers the main subjects of the RO2 syllabus and exam. The session is recorded and sent out to all delegates.
View event details"How Brokers Add Value" - March 8th
Objectives of this CPD event are - Understand the differences between direct, aggregator and broker sales Be aware of the expectations of the regulator and FOS when buying via a broker Link good practice in broker sales to the requirements and standards of the Consumer Duty
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AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 19th February 2024 & Monday 4th March 2024- online distance learning event Day 2
This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Thursday 7th March 2024. All sessions are recorded and sent out to all the delegates.
View event detailsNetworking: A Professional Approach - 29 February
Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam. This session emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers
View event detailsAF7 (Pension Transfers) Pre-exam Training Thursday 29th February 2024 - online distance learning event
This course covers the main topics of the AF7 syllabus in preparation for the AF7 exam on Tuesday 5th March 2024. This session is recorded and a copy is sent out to all delegates.
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PFS XCHANGE LATER LIFE PLANNING CONUNDRUMS - Thursday 29th February 2024
The PFS are excited to invite you to register for the first series of new-style PFS XCHANGE events taking place in 2024!
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PFS XCHANGE: Later Life Planning Conundrums – Southampton
We are excited to invite you to register for the first series of new-style PFS XCHANGE events taking place in 2024! These events will be bigger with more topics relevant to a greater range of roles in our profession.
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An Introduction to Allyship
This webinar is intended to increase your awareness, build knowledge, and give you practical skills to support a more inclusive workplace and your becoming an ally in and out of the office. The session will explore the link between inclusion, equity, and allyship and describe the importance of allyship in the workplace. We will explore practical ways allies behave in the workplace, show you how to identify opportunities to be an ally as well as discuss some misconceptions about allyship. The session concludes with some final takeaways and a call to action to support the development of an inclusive culture in the insurance and financial services sectors.
View event detailsAF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 19th February 2024 & Monday 4th March 2024- online distance learning event Day 1
This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Thursday 7th March 2024. All sessions are recorded and sent out to all the delegates.
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AF5 (Financial Planning Process) Pre-Exam Training, Monday 5th February 2024 - online distance learning event
To review the factfind issued by the CII in January 2024, in preparation for the AF5 exam on Tuesday 13th February 2024. This session is recorded and a copy is sent out to all delegates.
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Self-Care 101: Tips to Super Charge your Self-Care
Healthy, helpful personal coping strategies are absolutely fundamental to health, happiness and success at work. This empowering session helps you to develop some powerful self-help strategies to manage stress, boost resilience and protect overall health and wellbeing. Through group discussion, activities and exercises, attendees will identify areas in their lives where more self-help would be beneficial, and will take away some practical ways to be intentional in developing healthy self-care practices.
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, 4 Afternoon Sessions 22nd/23rd/24th/26th January 2024 - online distance learning event session 4
A course run over 4 afternoons covering the AF1 syllabus and exam in preparation for the AF1 exam on Tuesday 20th February 2024. All sessions are recorded and sent out to all the delegates.
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, 4 Afternoon Sessions 22nd/23rd/24th/26th January 2024 - online distance learning event session 3
A course run over 4 afternoons covering the AF1 syllabus and exam in preparation for the AF1 exam on Tuesday 20th February 2024. All sessions are recorded and sent out to all the delegates.
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, 4 Afternoon Sessions 22nd/23rd/24th/26th January 2024 - online distance learning event session 2
A course run over 4 afternoons covering the AF1 syllabus and exam in preparation for the AF1 exam on Tuesday 20th February 2024. All sessions are recorded and sent out to all the delegates.
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, 4 Afternoon Sessions 22nd/23rd/24th/26th January 2024 - online distance learning event session 1
A course run over 4 afternoons, 1pm to 4.30pm on 22nd/23rd/24th and 26th January 2024 covering the AF1 syllabus and exam in preparation for the AF1 exam on Tuesday 20th February 2024. All sessions are recorded and sent out to all the delegates along with supporting exam revision material.
View event detailsRO6 (Financial Planning Practice) Pre Exam Training, Friday 12th January 2024 - online distance learning event
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 RO6 exam on Tuesday 23rd January 2024. The session is recorded and a copy is sent out to all delegates.
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Innovation, Competition & Consumer Behaviours: 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!
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Techniques for Handling Difficult Conversations
As a manager or leader, some of the hardest parts of the job can be difficult conversations with team members. This webinar focuses on empowering you to confidently support your teams’ mental health and wellbeing, and initiate and handle challenging conversations.
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