Previous events
All previous events
STEP Financial Services Certificate Course Information Only
STEP (Society of Trust and Estate Practitioners) Certificate Course. This 10 day FACE to FACE course over 9 months will prepare the candidate for the STEP Financial Services Certificate Exam on 7th November 2023. To express your interest in this course, please register. If we have sufficient numbers we will run the course.
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AF5 (Financial Planning Process) Pre-Exam Training, Friday 17th February 2023 - online distance learning event
To review the factfind issued by the CII in February 2023, in preparation for the AF5 exam on 28th February 2023. 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 16th February 20223 - 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.
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Hawkins Webinar - BLEVEs: The Hidden Dangers of Back Boilers
This session will cover the risks associated with domestic back boilers, and how environmental factors and incorrect decommissioning can result in catastrophic damage to property.
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JO2 (Trusts) Pre Exam Training, Wednesday 15th February 2023 - 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.
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Hawkins Webinar - Crane Safety - Not just torquing nuts! A review of the Carol Anne crane collapse
A review of a fatal crane accident that occurred on the Carol Anne workboat off Mull in 2015 including: - the mechanics of the incident - the complexity of crane mounting - the benefits of investigating at an early stage
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Monday 30th & Tuesday 31st January 2023 - online distance learning event
2 day course covering the AF1 syllabus and exam. All sessions are recorded and sent out to all the delegates.
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Human v Automated Decision-Making: have we gone too far?
This thought-provoking webinar will examine both sides of the debate and suggest a way forward to ensure the best possible outcome for the profession and for our clients.
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Young Professional of the Year 2022 Award
Are you or do you know a Guildford CII/PFS member that has made great strides in their career through outstanding personal and professional development this year? If so, the Guildford Young Professionals Committee is pleased to announce that applications for the ‘Young Professional of the Year 2022’ award are now open!
View event detailsRO6 (Financial Planning Practice) Pre Exam Training, Wednesday 18th January 2023 - 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 January 2023 sitting. The session is recorded and a copy is sent out to all delegates.
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Escapes of Water
This webinar will cover common causes of escapes of water and how Regulations, Standards and Manufacturer’s guidance can be used to achieve a recovery.
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Hard Talk: How to communicate with customers about price rises and other impacts of a hard market …
This webinar will provide you with communication strategies that will enable you to communicate with clients in a way that keeps them onboard now and for the future.
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RO5 (Financial Protection) Pre Exam Training - online distance learning event
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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RO4 (Pensions and Retirement Planning) Pre Exam Training - 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.
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Wind induced failures of buildings & Reducing flood risk during remedial works
In this webinar Ian Major will discuss wind induced failures of buildings and structures with some case studies to show how they are investigated. This will be followed by a discussion from Richard Keightley about property flood resilience (‘PFR’): what it is, how it works, and the benefits of ‘building back better’ after a flood.
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How to set correct business interruption sums insured in a high inflation world
This presentation will lift the myths away from Bi and show how you can get this cover on a correct footing going forward.
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RO3 (Personal Taxation) Pre Exam Training - 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.
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 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.
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Setting correct property, stock and contents sums insured in a high inflation world
It is estimated that at least 80% of policies have incorrect sums insured! The presentation, delivered by Alan Chandler, will look at what clients actually need to take into account when settling Buildings, Contents and Stock sums insured.
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