PFS Hants and Dorset Regional Programme Spring/Summer 2020
The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a series of exam revision days and CPD events as a supplement to the regular Quarterly Conferences. Whether you are studying for your Diploma or Chartered designation, the study days have been organised to help our members pass the relevant exams.
In addition we have organised a half day Protection and Marketing Conference for our members who advise on and sell protection products, which will provide 4 3/4 hours of valuable focused CPD and an Investment Conference, focusing on areas such as the taxation of bonds, corporate investments etc
| Pre-Exam Revision Day/Event | Date | Venue |
| RO2 – Investment Principles and Risk | Thursday 27th February | Vitality Stadium, Bournemouth |
| IIS Annual Dinner | Friday 28th February | Hilton at Ageas, Hedge End, Southampton |
| AF1 - Personal Tax & Trust Day 1 | Monday 9th March | Shogun Business Centre, Funtley, Fareham |
| AF7 – Pension Transfers | Wednesday 11th March | Investec, Bournemouth |
| AF1 - Personal Tax & Trust Day 2 | Wednesday 18th March | Shogun Business Centre, Funtley, Fareham |
| Q1 Regional Conference | Thursday 19th March | Grand Harbour Hotel, West Quay, Southampton |
| AF2 – Business Financial Planning | Friday 20th March | Zurich Centre, Whiteley |
| AF4 – Investment Planning Day 1 | Tuesday 24th March | Zurich Centre, Whiteley |
| AF4 – Investment Planning Day 2 | Wednesday 25th March | Zurich Centre, Whiteley |
| IIB Annual Dinner | Friday 27th March | Vitality Stadium, Bournemouth |
| RO6 – Financial Planning Practice | Monday 6th April | Vitality Stadium, Bournemouth |
| AF5 – Financial Planning Process | Wednesday 15th April | Shogun Business Centre, Funtley, Fareham |
| RO1 – Financial Services, Regulation and Ethics | Thursday 23rd April | Investec, Bournemouth |
| RO4 – Pensions and Retirement Planning | Tuesday 12th May | Zurich Centre, Whiteley |
| CF6 – Mortgage Advice | Wednesday 13th May | Zurich Centre, Whiteley |
| Investment Half Day Conference | Friday 15th May | Zurich Auditorium, Whiteley |
| RO3 – Personal Taxation | Monday 18th May | Shogun Business Centre, Funtley, Fareham |
| RO2 – Investment Principles and Risk | Wednesday 20th May | Shogun Business Centre, Funtley, Fareham |
| Q2 Regional Conference | Thursday 4th June | Vitality Stadium, AFC Bournemouth |
| Chartered Connections Breakfast | Tuesday 15th September | Grand Harbour Hotel, West Quay, Southampton |
| Investment Roadshow 3 | Tuesday 15th September | Grand Harbour Hotel, West Quay, Southampton |
| Q3 Regional Conference | Thursday 1st October | Hilton at Ageas, Hedge End, Southampton |
| Protection Half Day Conference | Friday 23rd October | Zurich Auditorium, Whiteley |
| PFS National Symposium | Monday 2nd & Tuesday 3rd November | NEC Birmingham |
| Q4 Regional Conference | Thursday 10th December | Vitality Stadium, Bournemouth |
NB IIS – Insurance Institute of Southampton; IIB – Insurance Institute of Bournemouth;
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