Previous events

All previous events

RO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 4th October 2022 - online distance learning event

  • Tue 04 Oct 9:30 am – 4:30 pm

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.

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RO2 (Investment Principles and Risk) Pre Exam Training, Thursday 29th September 2022 - online distance learning event

  • Thu 29 Sep 9:30 am – 4:30 pm

This course covers the main subjects of the RO2 syllabus and exam. The session is recorded and sent out to all delegates.

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RO5 Financial Protection - Thursday 29th September 2022 - THIS EVENT HAS BEEN CANCELLED

  • Thu 29 Sep 9:30 am – 4:30 pm

This course covers the main topics covered in the RO5 syllabus and the exam. The session is recorded and a copy is sent out to all delegates.

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RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 28th September 2022 - THIS EVENT HAS BEEN CANCELLED

  • Wed 28 Sep 9:30 am – 4:30 pm

This course covers the main subjects of the RO1 syllabus and exam. This session is recorded and a copy is sent out to all delegates.

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RO3 (Personal Taxation) Pre Exam Training, Monday 26th September 2022 - CANCELLED

  • Mon 26 Sep 9:30 am – 4:30 pm

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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D&I and Sustainability Conference 2022 - THIS EVENT HAS BEEN CANCELLED

  • Thu 22 Sep 9:15 am – 6:00 pm
  • Holiday Inn Winchester

The Diversity & Inclusion and Sustainability Conference on Thursday 22nd September at the Holiday Inn, Winchester.

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Quantum & Delay: Scope, cost, methodology and duration of building repairs

  • Tue 20 Sep 1:00 pm – 2:00 pm
  • Online
    • Hannah Fletcher, Hawkins

The scope and methodology of building repairs directly impacts the cost and duration of any repair. This webinar will look at how we assess these, as well as provide some case examples.

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RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 20th September 2022 - online distance learning event

  • Tue 20 Sep 9:30 am – 4:30 pm

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 September 2022 sitting. The session is recorded and a copy is sent out to all delegates.

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Qualification pathway to ACII

  • Wed 07 Sep 1:00 pm – 2:00 pm
  • Online
    • Alison Cooper, Act One Training

Fast track your future. This session is intended for anyone currently studying a CII general insurance qualification at any level up to ACII. The focus of the content will be on what comes next after the CERT, with particular emphasis on coursework.

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AF5 (Financial Planning Process) Pre-Exam Training, Monday 5th September 2022 - online distance learning event

  • Mon 05 Sep 9:30 am – 4:30 pm

To review the factfind issued by the CII on August 26th, in preparation for the AF5 exam on 13th September 2022. This session is recorded and a copy is sent out to all delegates.

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AF7 (Pension Transfers) Pre-exam Training Friday 2nd September 2022 - online distance learning event

  • Fri 02 Sep 9:30 am – 4:30 pm

This course covers the main topics of the AF7 syllabus and the exam. This session is recorded and a copy is sent out to all delegates.

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JO5 (Pension Income Options) Pre Exam Training, Thursday 1st September 2022 - online distance learning event

  • Thu 01 Sep 9:30 am – 4:30 pm

This course covers the main aspects of retirement income planning covered in the JO5 syllabus and exam. This session is recorded and a copy is sent out to all delegates.

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JO2 (Trusts) Pre Exam Training, Tuesday 30th August 2022 - online distance learning event

  • Tue 30 Aug 9:30 am – 4:30 pm

The course will cover the key areas of study of the JO2 (Trusts) syllabus and the exam. This session is recorded and a copy is sent out to all delegates.

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AF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 22nd August & Friday 26th August 2022 - online distance learning event

  • Mon 22 Aug – Fri 26 Aug

This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam. All sessions are recorded and sent out to all the delegates.

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Inflation And The Insurance Considerations

  • Wed 17 Aug 1:00 pm – 2:00 pm
  • Webinar

We welcome all members & guests to attend an afternoon webinar, via Zoom. This technical webinar is being delivered by Diane Jenkins BA (hons), ACII, Chartered Insurance Broker, on behalf of Nick Thomas & Associates. Diane is a highly respected trainer in the insurance market.

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AF1 (Personal Tax & Trust Planning) Pre Exam Training, - Tuesday 16th & Wednesday 17th August 2022 - online distance learning event

  • Tue 16 Aug – Wed 17 Aug

2 day course covering the AF1 syllabus and exam. All sessions are recorded and sent out to all the delegates.

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J12 (Securities Advice & Dealing) Pre Exam Training, Tuesday 2nd August 2022 - online distance learning event

  • Tue 02 Aug 9:30 am – 4:30 pm

A one day event to cover the main topics tested in J12. This session is recorded and a copy is sent out to all delegates.

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The cost of poor acoustics in building, industry & environment

  • Tue 12 Jul 1:00 pm – 2:00 pm
  • Online
    • Ros Lambert-Porter, Hawkins

Acoustic design is not something most people think about until a problem is identified. Errors in design, construction, or simply failure to consider acoustics can lead to annoyance, loss of privacy, and, in some cases, increased risk to health and safety. This webinar will address some of the common issues we investigate, with a particular focus on noise in the built environment.

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Quiz Evening For The Insurance Charities Awareness Week

  • Wed 22 Jun 7:00 pm – 10:00 pm
  • Romsey Golf Club

Exciting News! In aid of The Southampton Institute supporting The Insurance Charities Awareness Week (20th – 24th June), we are hosting our In-Person quiz evening for the first time in over two years.

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