Previous events
All previous events
AF5 (Financial Planning Process) Pre-Exam Training, Tuesday 5th September 2023 - online distance learning event
To review the factfind issued by the CII in August/September 2023, in preparation for the AF5 exam on Tuesday 19th September 2023. This session is recorded and a copy is sent out to all delegates.
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Hawkins Webinar - Sprinkler Systems, & the Potential Problems
Christabel provides a review of sprinkler pipework including: Commissioning process Material compatibility and what can go wrong
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Tuesday 29th August & Friday 1st September 2023 - online distance learning event
A 2 day course covering the AF1 syllabus and exam in preparation for the AF1 exam on Thursday 12th September. All sessions are recorded and sent out to all the delegates.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 5 - online learning event
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.
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Hawkins Webinar - Inclusion Conclusion
Glass is often thermally toughened, and whilst this imparts strength, it can also leave it vulnerable to fracture by debris from manufacture; inclusions. Elly will discuss types of glass and the manner in which they fracture, looking at some real life examples.
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Wine Tasting - 20th July
Wine and Wellbeing: what wine tasting can teach us about how to develop sensory awareness for better mental wellbeing
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General legal/legislation developments affecting insurance coverage 20 July
This Free CPD event will look at developments over the last few years in legal decisions and legislation that affects insurance policies. We welcome all members & guests to attend via Zoom a webinar being delivered by Diane Jenkins BA (Hons), ACII, Chartered Insurance Broker and Associate for Nick Thomas Associates.
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CF6 (Mortgage Advice) Pre Exam Training, Thursday 13th July 2023 - online distance learning event
To cover the CF6 syllabus and exam technique, preparing the student to pass the CF6 Mortgage Advice exam.
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Hawkins Webinar - Spontaneous Combustion of Oily Rags
In this session the speaker will explain how improperly disposed/stored oily rags can self-heat and pose a risk of fire.
View event detailsRO6 (Financial Planning Practice) Pre Exam Training, Monday 26th June 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 July 2023 sitting. The session is recorded and a copy is sent out to all delegates.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4
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.
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New and Young Professionals Event, Winchester, Thursday 15th June, 7pm to 9pm
An event for New and Young Professionals in Financial Services in conjunction with the Foundation, a local group run by Young Professionals in Financial Services.
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Understanding the basics of regulation in the UK insurance industry 15 June
This webinar looks to provide an overview of the history of regulation within the UK insurance industry, who are the main regulators, how do they regulate and why regulation is so essential.
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FCA GI Consumer Duty Update In-Depth Workshop
With fewer than 90 days to go until the start of the Consumer Duty the FCA has urged firms to ensure they are ready for the 31 July deadline. Sheldon Mills, Executive Director of Consumers and Competition at the FCA, warned that firms who ignore the Duty or who pose the most harm can expect swift action. This General Insurance focused session will also include an update on Product Value Assessments where both brokers and insurers have an important role to play We will also cover the current position on multi-occupancy insurances following intervention by the government and the FCA’s new requirements that were published on 21 April 2023. Under the proposals, leaseholders would be defined as customers of buildings insurance and firms will have to act in leaseholder’s best interests and a ban on selling policies based on commission or remuneration levels. Insurers and brokers will also need to provide more information about policies to leaseholders, including detail of any commission paid.
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Hawkins Webinar - Numerical Analysis in Forensic Geotechnical Engineering
In this session the speaker will provide a glimpse of numerical analysis in geotechnical engineering including: · Basic concepts · Application to forensic investigations · Case studies
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 4 of 10
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.
View event detailsDevelopment of Parametric Business Interruption Insurance
This webinar looks at some of the new developments being introduced in parametric business interruption (BI) insurance and the gaps in cover that exist. The session will explore the current limitations of conventional BI cover, the parametric covers currently available and in development and will also compare cover between the different policy types. This webinar builds on our previous introduction to parametric insurance but is also suitable as a standalone session for anyone who wants to find out more about this innovative type of insurance and its impact on the BI market.
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Hawkins Webinar - Should a Building be Demolished Following a Fire?
In this session Yang will demonstrate the methodology and technology Hawkins uses to conduct structural assessment of fire damaged structures.
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RO5 Financial Protection - Wednesday 17th May 2023 - 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, Tuesday 16th May 2023 - 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. The learning objectives are as follows: 1. Understand the political, economic and social environment factors which provide the context for pensions planning. 2. Understand how the HM Revenue & Customs (HMRC) tax regime applies to pensions planning. 3. Understand the relevant aspects of pensions law and regulation to pensions planning. 4. Understand the structure, characteristics and application of Defined Benefit (DB) schemes to an individual’s pension planning. 5. Analyse the range of Defined Contribution (DC) scheme options as they apply to an individual’s pension planning. 6. Analyse the options and factors to consider for drawing pension benefits. 7. Explain the structure, relevance and application of State Schemes to an individual’s pension planning. 8. Evaluate the aims and objectives of retirement planning, including the relevant investment issues.
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