Previous events

All previous events

M92 Revision Course - Business & Finance in Insurance

  • Tue 02 Nov 1:00 pm – 4:00 pm
  • Online
    • Alan Chandler, Insurance Trainer

This M92 course is limited to 20 members and will be delivered over 2x three hour revision sessions which will cover all the main aspects of the CII diploma subject M92 business and finance module.

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MO5 Revision Course: Insurance Law

  • Tue 02 Nov 9:30 am – 12:30 pm
    • Alan Chandler

This MO5 remote course is limited to 20 members and will be delivered over 2 three hour revision sessions which will cover all the main aspects of the CII diploma subject MO5 insurance law module.

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How to Identify Potential Recoveries & Not Miss an Opportunity - a Legal Perspective

  • Fri 29 Oct 1:00 pm – 2:00 pm
  • Online
    • Claire Collings, BDB Pitmans
    • Jacqueline Dickinson, BDB Pitmans

Whilst working within a busy insurance industry it is all too easy for a recovery to be missed, evidence disposed of and the opportunity to recover money for insurers to be lost. This webinar will explain the legal bases required in order to pursue a successful claim and what you need to look out for in order to identify whether there is a potential recovery.

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R05 Financial Protection - Wednesday 27th October 2021

  • Wed 27 Oct 9:30 am – 4:30 pm
    • Paul Archer

The Personal Finance Society Hants and Dorset Regional Committee in association with the Insurance Institutes of Bournemouth Reading and Southampton have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the RO5 examination.

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Women’s Forum: Don’t be a passenger in your own career, take the driving seat

  • Thu 21 Oct 12:30 pm – 1:30 pm
  • Online
    • Sandra Lewin

Do you pay attention to the opportunities around you? Do you ever feel discouraged to take a risk? Are you unsure of your career and what to do next? Do you seek change? Join Sandra Llewin for this insightful webinar to learn more about yourself and how to take the lead in your career.

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CF6 (Mortgage Advice) Pre Exam Training, Wednesday 13th October 2021

  • Wed 13 Oct – Fri 06 Aug
  • Online
    • Paul Archer

The Personal Finance Society Hants and Dorset, Surrey & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for the CF6 examination.

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Cyber Security and Counter Fraud Controls

  • Tue 05 Oct 1:00 pm – 2:00 pm
  • Online
    • Craig Wooldridge, IASME
    • Chris Pinder, IASME
    • Robert Brooker, PKF GM

This webinar is aimed at SMEs within the financial services and insurance sectors looking to improve their own cyber security and counter fraud controls. It will also be of interest to individuals that manage cyber security policies and claims on behalf of their customers and clients.

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AF2 (Business Financial Planning) Pre-Exam Training, Friday 1st October 2021

  • Fri 01 Oct 9:30 am – 4:30 pm
  • Online
    • Darren Slater FPFS, L & D Digital Solutions

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the AF2 examination.

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Webinar-The dynamics of the insurance market cycle

  • Tue 28 Sep 2:00 pm – 3:00 pm
  • Online
    • Diane Jenkins and Nick Thomas, Nick Thomas & Associates

We are in now in the midst of the first hard market for many years; many insurance professionals have never experienced a hard market before. This session provides an understanding of how the insurance market cycle works, and the specific factors that drove this hard market.

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AF4 (Investment Planning) Pre-Exam Training, Tuesday 28th September 2021 - Day 2

  • Tue 28 Sep 9:30 am – 4:30 pm
  • Online
    • Louise Worsfold FPFS, L & D Digital Solutions

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the AF4 examination. As AF4 is a large topic to cover, the training has been split into Day 1 and Day 2 to fully cover the subjects involved. Delegates are advised to attend both sessions.

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AF4 (Investment Planning) Pre-Exam Training, Monday 27th September 2021 - Day 1

  • Mon 27 Sep 9:30 am – 4:30 pm
  • Online
    • Louise Worsfold FPFS, L & D Digital Solutions

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the AF4 examination. As AF4 is a large topic to cover, the training has been split into Day 1 and Day 2 to fully cover the subjects involved. Delegates are advised to attend both sessions.

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AF5 (Financial Planning Process) Pre-Exam Training, Friday 24th September 2021

  • Fri 24 Sep 9:30 am – 4:30 pm
  • Online
    • Darren Slater FPFS, L & D Digital Solutions

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the AF5 examination

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RO7 (Advanced Mortgage Advice) Pre Exam Training, Wednesday 22nd September 2021

  • Wed 22 Sep 9:30 am – 4:30 pm
  • Online
    • Paul Archer

The Personal Finance Society Hants & Dorset and Surrey Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford Reading and Southampton have organised a ‘distance learning’ training day via an online and interactive conference video facility for those members who are studying for and taking the RO7 examination.

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Webinar- Time Management Magic

  • Tue 21 Sep 1:00 pm – 2:00 pm
  • Online
    • Michael Quigley, Kataholos

Are you finding yourself time poor at the moment? Are you struggling to know what to prioritize in both the short and the long term? Would you like to spend more time on the right things for your business and your life? Would you like some help in dealing with the challenging behaviour you may be experiencing from clients?

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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 - Tuesday 21st September 2021

  • Tue 21 Sep 9:30 am – 4:30 pm
  • Online
    • Dean Scott, L & D Solutions

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the AF1 examination.

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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 1 - Monday 20th September 2021

  • Mon 20 Sep 9:30 am – 4:30 pm
  • Online
    • Dean Scott, L & D Solutions

The Personal Finance Society Hants & Dorset, Surrey and Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the AF1 examination.

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JO5 (Pension Income Options) Pre Exam Training, Monday 20th September 2021

  • Mon 20 Sep 9:30 am – 4:30 pm
  • Online
    • John Trayner FCII FPFS

The Personal Finance Society Hants and Dorset, Surrey & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the JO5 examination.

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IF1 Revision Course - Insurance Legal and Regulatory

  • Thu 16 Sep 9:30 am – 12:30 pm
  • Online
    • Alison Cooper, Act One Training

This interactive training course, delivered in two sessions, will provide an opportunity for participants to build their insurance knowledge and practice multiple choice questions. THIS COURSE IS FULLY BOOKED, PLEASE CONTACT julie.hicks@cii.co.uk if you wish to be added to a reserve list.

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16th Annual Golf Day- Deadline for bookings 31st August!

  • Tue 14 Sep 11:00 am – 8:00 pm

16th Annual Golf Day in memory of Andrew Bickerton for the Andrew Bickerton Trophy. This is a charity event in aid of the Motor Neurone Disease Association. This event was postponed from July 2020 due to the pandemic and ongoing restrictions. Please contact admin@ciireading.co.uk for a booking form. ONLINE BOOKING IS NOT AVAILABLE FOR THIS EVENT due to the extent of information required This Event is once again sponsored by Dual Oliva Ltd.

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JO2 (Trusts) Pre Exam Training, Monday 13th September 2021

  • Mon 13 Sep 9:30 am – 4:30 pm
  • Online
    • John Trayner FCII FPFS,

The Personal Finance Society Hants and Dorset, Surrey & Thames Valley Regional Committees in association with the Insurance Institutes of Bournemouth, Guildford, Reading and Southampton have organised a training day for those members who are studying for and taking the JO2 examination.

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