Previous events
All previous events
Insurance Institute of Southampton Celebration Dinner in association with the Personal Finance Society Hants and Dorset Region
Everything is falling into place for a fantastic evening, so far we’ve sold 210 tickets and our new more inclusive format has been well received. So, if you’ve not secured your ticket/table yet, please rally your teams, colleagues, clients, suppliers, husbands, wives and partners to join us.
View event detailsSURE: a new technique to ensure clients have understood your advice
We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! That is why, in this webinar, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.
View event detailsRO2 (Investment Principles and Risk) Pre Exam Training, Tuesday 1st November 2022 - 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 detailsRO1 (Financial services, regulation and ethics) Pre Exam Training, Tuesday 18th October 2022 - online distance learning event
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.
View event detailsCelebrating our Differences
Do we stop to consider what it is like to be us, and recognise how we can celebrate the difference in all of us? Learn how we can become self-aware of our own behaviours and enrich our perspectives and views of others. In this interactive and engaging session, Joanne Lockwood speaks about what you can do right now to step up and step in to celebrating the differences in all of us and the strength it brings.
View event detailsRO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 4th October 2022 - 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.
View event detailsRO2 (Investment Principles and Risk) Pre Exam Training, Thursday 29th September 2022 - 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 detailsRO5 Financial Protection - Thursday 29th September 2022 - THIS EVENT HAS BEEN CANCELLED
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.
View event detailsRO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 28th September 2022 - THIS EVENT HAS BEEN CANCELLED
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.
View event detailsRO3 (Personal Taxation) Pre Exam Training, Monday 26th September 2022 - CANCELLED
This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.
View event detailsD&I and Sustainability Conference 2022 - THIS EVENT HAS BEEN CANCELLED
The Diversity & Inclusion and Sustainability Conference on Thursday 22nd September at the Holiday Inn, Winchester.
View event detailsQuantum & Delay: Scope, cost, methodology and duration of building repairs
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.
View event detailsRO6 (Financial Planning Practice) Pre Exam Training, Tuesday 20th September 2022 - 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 September 2022 sitting. The session is recorded and a copy is sent out to all delegates.
View event detailsQualification pathway to ACII
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.
View event detailsAF5 (Financial Planning Process) Pre-Exam Training, Monday 5th September 2022 - online distance learning event
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.
View event detailsAF7 (Pension Transfers) Pre-exam Training Friday 2nd September 2022 - online distance learning event
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.
View event detailsJO5 (Pension Income Options) Pre Exam Training, Thursday 1st September 2022 - online distance learning event
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.
View event detailsJO2 (Trusts) Pre Exam Training, Tuesday 30th August 2022 - online distance learning event
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.
View event detailsAF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 22nd August & Friday 26th August 2022 - online distance learning event
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.
View event detailsInflation And The Insurance Considerations
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.
View event details