Forthcoming events
This month
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 of 10, Wednesday 22nd January 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 3: Will Trusts.
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Soft Skills Event One Hour Seminars, Session Three - Wednesday 22nd January 2025
Through its interactive and engaging instructor-led sessions, the Soft Skills Three 1 hour sessions will help experienced and newer members brush up on or learn specialist soft skills. The sessions are recorded and a copy is sent out to all delegates afterwards.
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Hawkins Forensic Investigation Part 2: Factors Affecting Self-Heating & Self-Heating to Ignition
Presenter: Martin Pope - Fire & Explosions Expert - Hawkins Forensic Investigation Continuing the topic of self-heating, Martin provides an opportunity for the audience to consider the factors that affect self-heating processes. He will share details from real cases and discuss how science provides clues into this fascinating subject, including how different processes can lead to devastating fires in commercial laundries and hay barns, as well as fires in domestic properties which can be caused by tumble dryers.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4 of 10, Thursday 23rd January 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 4: The Nil Rate Band & Residential Nil Rate Band.
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Your Career and Self Confidence - Part 3 - Tools to help change your inner conversation
How to succeed without feeling like an imposter Why is this important? Self-doubt, feelings of inadequacy or a lack of confidence can burden and cripple career progression. This programme unlocks tools and strategies to achieve healthier thought patterns, boost confidence and collaboration within teams. What is this? This is a four-part, interactive programme of 1 x hour sessions - to be held in January. It’s designed to help members of the Insurance Institute of the Southampton develop their self confidence, increase their motivation and build resilience. Drawing on cutting edge research, the programme is both thought provoking and practical and has received great feedback from participants.
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Paraplanning Fundamentals - unlock your full potential - Thursday 30th January 2025 - online learning workshop
Join this half-day Paraplanner training workshop with The Verve Group, to dive deep into all stages of the advice journey. Explore how great paraplanners can add value, improve client outcomes and really stand out in their role. The session is recorded and a copy is sent out to all delegates afterwards.
View event detailsYour Career and Self Confidence - Part 4 - Resilience and rethinking risk taking
How to succeed without feeling like an imposter Why is this important? Self-doubt, feelings of inadequacy or a lack of confidence can burden and cripple career progression. This programme unlocks tools and strategies to achieve healthier thought patterns, boost confidence and collaboration within teams. What is this? This is a four-part, interactive programme of 1 x hour sessions - to be held in January. It’s designed to help members of the Insurance Institute of the Southampton develop their self confidence, increase their motivation and build resilience. Drawing on cutting edge research, the programme is both thought provoking and practical and has received great feedback from participants.
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AF5 (Financial Planning Practice) Pre Exam Training, Wednesday 5th February 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the AF5 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the fact find that will be examined in the February 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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Major Loss Fire - Hawkins Forensic Investigation
In this presentation, Richard Fletcher will discuss a case study on the investigation into the cause of a major loss fire several years ago. The extensive building was severely damaged, and a significant portion had collapsed.
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AF4 (Investment Planning) Pre Exam Training, Thursday 6th & Friday 7th February 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the two AF4 preparation days aims to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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Intro to Parametrics
This introduction to parametric insurance is an excellent opportunity for delegates to develop their understanding of this type of insurance. Parametric insurance is not new but is being developed for SMEs and provides options for previously uninsurable risk, such as flood. Presented by Nick Thomas & David Hole
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Tuesday 11th & Wednesday 12th February 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the two AF1 preparation days aim to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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JO2 (Trusts) Pre Exam Training, Friday 14th February 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the JO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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The Role of a Broker
The role of a broker is one; not only do they have to ensure that their client is supported but ensure that the underwriter is also supported. Technical knowledge and interpersonal skills are paramount to being a good broker. This course is aimed to help you understand the key responsibilities that a broker has, and the legal implications imposed on them as an ‘agent’. The course will explore what a broker must do to negotiate, manage relationships and adhere to law and regulation.
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Lithium-Ion Battery Fire - A Forensic Insight - Hawkins Forensic Investigation
Electrical Engineer Richard Heath will explain the science behind these incidents, the techniques used to mitigate the risks, and how modern forensic investigation techniques can shed light on the causes of battery failures. He will also include a review of the problems that everyday consumers face regarding lithium-ion batteries and discuss the challenges an investigator might encounter when conducting such investigations.
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Introduction to the Insurance Industry
This one-hour webinar will be ideal for staff who are new or fairly new to the insurance industry, for those studying IF1 or for those who just want to get a better understanding of our industry.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 5 of 10, Tuesday 25th February 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 5: Post Death Matters & Trusts Used in Financial Services.
View event detailsRO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 26th Feb 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO1 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 6 of 10, Wednesday 26th February 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 6: Trust Taxation.
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AF7 (Pension Transfers) Pre Exam Training, Thursday 27th February 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the AF7 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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