Previous events
All previous events
Remote Pre-Exam Training. CF6 (Mortgage Advice)
The cost of the day’s training will be £41 for PFS members and £51 for non-PFS members. Your attendance will be confirmed once you have booked online. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.
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Remote Pre-Exam Training. RO2 (Investment Principles and Risk)
The cost of the day’s training will be £41 for PFS members and £51 for non-PFS members. Your attendance will be confirmed once you have booked online. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.
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Financial Service Revision Courses
Provided by the Hants & Dorset PFS Regional Committee, inconjunction with the Insurance Institutes of Bournemouth and Southampton. Do you need help passing your exams? Remote revision support now available.
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Remote Pre-Exam Training. RO3 (Personal Taxation) May 2020
The cost of the day’s training will be £41 for PFS members and £51 for non-PFS members. Your attendance will be confirmed once you have booked online. There is a maximum of 12 attendees. If we are oversubscribed, you will be placed on a waiting list.
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Annual General Meeting 2020
Due to the Corona virus pandemic this event will now take place by conference.
View event detailsRO6 (Financial Planning Practice) Pre Exam Training, Monday April 6th 2020, Bournemouth
The Hants and Dorset PFS Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a training day for those members who are studying for and taking the RO6 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.
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Annual Black Tie Dinner - Postponed to October 2020
We have taken a decision to POSTPONE the event until 2021,
View event detailsAF2 (Business Financial Planning) Pre-Exam Training, Friday March 20th 2020, Whiteley
The Hants and Dorset PFS Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a training day for those members who are studying for and taking the AF2 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.
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Lunchtime CPD Networking - 11th March 2020 - Cancelled - Corona Virus
This session will explore the different outcomes that can be achieved by using different communication styles and offer a range of techniques to help you assert yourself with confidence.
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Networking & Meet Dorset Chamber - March 5th AFC Bournemouth
Why not join us at our popular Meet the Chamber event.
View event detailsRO2 (Investment Principles and Risk) Pre Exam Training, Thursday 27th February 2020, Bournemouth
The Hants and Dorset PFS Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a training day for those members who are studying for and taking the RO2 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.
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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
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Overview and Outlook for the UK Economy - An Off-the-Record Briefing Feb 2020
An "off the record" briefing from Bank of England Agent for Central Southern England Andrew Holder entitled 'Overview and Outlook for the UK Economy'.
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Lunchtime CPD Networking - Feb 2020 Appliance Fires
In the presentation, we will look at trends Burgoyne are seeing during their investigations and will detail the underlying faults behind some of the well-publicised manufacturer recalls.
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Meet Dorset Chamber - February Business Breakfast – Bournemouth West Cliff Hotel
Open to Non-members, Join Dorset Chamber for breakfast and networking at the Bournemouth West Cliff n Central Bournemouth. £26.00 + VAT
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Lunchtime CPD Networking - 15th January 2020 - Marine Yacht & Motorboat Insurance - Fact Finding for a Marine Broker
An overview of Yacht and Motorboat insurance focusing on asking the right questions to enable you to provide the right cover and obtaining the right information to enable the underwriter to provide terms.
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Lunchtime CPD Networking - 11th December 2019 - Motor Liability and Liability Insurers
Update on recent legal developments impacting on motor liability and liability insurers
View event detailsRO1 (Financial Services, Regulation and Ethics) Pre Exam Training Day - Reading
THE INSURANCE INSTITUTE OF READING AND THE THAMES VALLEY PERSONAL FINANCE SOCIETY have organised a training day for those members who are studying for and taking the RO1 examination.
View event detailsRO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 27th November 2019, Bournemouth
The Hants and Dorset PFS Regional Committee in association with the Insurance Institutes of Bournemouth and Southampton have organised a training day for those members who are studying for and taking the RO2 examination. Priority will be given to Dorset based members of the PFS Hants and Dorset Region.
View event detailsLunchtime CPD Networking - 13th November 2019 - Senior Management & Certification Regime - What it Means for Brokers
The session is aimed at all CII/PFS members or guests who would like to find out what SM&CR (Senior Management & Certification Regime) is and understand how it is changing the way people who work in financial services are regulated.
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