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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Inflation and Insurance Considerations
The session on inflation considers what affect increasing inflation has on business insurance – what clauses and cover issues brokers and insurers need to consider for various classes of cover.
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Hawkins Webinar - Over-Fired Air (OFA) in Industrial Boilers
Paul will discuss how pollution control technology can cause a loss of steam and/or power generation.
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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Sustainability Webinar
We welcome all members and guest to attend this afternoon webinar via Zoom. We have a fantastic line-up of speakers and we hope that you can join us.
View event detailsCPD & Wine Tasting Event
The Insurance Institute of Southampton will be hosting a free CPD event with the opportunity for you to sample some Spanish and Portuguese wines. The seminar will be presented by the popular Jeff Heasman, who, as well as running an insurance training business, is the owner of a wine business in Spain and a professional member of the Society of Wine Educators.
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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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RO5 Financial Protection - Tuesday 22nd November 2022 - 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, Friday 18th November 2022 - 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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RO3 (Personal Taxation) Pre Exam Training, Friday 11th November 2022 - 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.
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Insurance Institute of Southampton Celebration Dinner in association with the Personal Finance Society Hants and Dorset Region
Everything is falling into place for a fantastic evening, so far we’ve sold 210 tickets and our new more inclusive format has been well received. So, if you’ve not secured your ticket/table yet, please rally your teams, colleagues, clients, suppliers, husbands, wives and partners to join us.
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SURE: 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.
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RO2 (Investment Principles and Risk) Pre Exam Training, Tuesday 1st November 2022 - online distance learning event
This course covers the main subjects of the RO2 syllabus and exam. The session is recorded and sent out to all delegates.
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