Events
Forthcoming events
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 1: Wills/Intestacy & Introduction to Trusts
Tue 09 Apr 10:00 am – 4:00 pm
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 2: Inheritance Tax.
Wed 10 Apr 10:00 am – 4:00 pm
Apr 10th - Annual General Meeting Online
Your Council invites you to attend the 2024 Annual General Meeting of The Insurance Institute of Bournemouth
Wed 10 Apr 12:45 pm – 1:30 pm
Kent Conference 2024 - Navigating rapid transformative global change
We are delighted to hold our eleventh annual conference once again on Tuesday 16th April. The event provides a superb opportunity to enjoy a fantastic day of education, debate and networking. It is always our aim for you to have plenty of take-aways of thought provoking ideas to implement and share. The event is relevant to many issues the sector faces, and is an enabler to further your knowledge and understanding to assist you within the scope of your role, and share within the workplace or even outside!
From feedback ‘as the one to attend’, we cover a wide range of topics from a variety of presenters along with lunch and refreshments, and certainly recommend you bring along your colleagues or contacts in order to gain CPD.
Tue 16 Apr 8:45 am – 4:00 pm
Kent Showground, Events Centre, The Clive Emson Building, Maidstone
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 3 : Will Trusts.
Tue 04 Jun 10:00 am – 4:00 pm
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Day 4 : The Nil Rate Band and Residential Nil Rate Band.
Wed 05 Jun 10:00 am – 4:00 pm
Previous events
RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 27th March 2024
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.
Wed 27 Mar – Tue 16 May
RO3 (Personal Taxation) Pre Exam Training, Tuesday 26th March 2024
This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.
Tue 26 Mar 9:30 am – 4:30 pm
RO2 (Investment Principles and Risk) Pre Exam Training, 19th March 2024
This course covers the main subjects of the RO2 syllabus and exam. The session is recorded and sent out to all delegates.
Tue 19 Mar 9:30 am – 4:30 pm
Mar 6 - Effective Time Management – Maximising Your Productivity - Online Webinar
Power up your personal productivity by making the most of your time to achieve your goals and amplify your results.
Wed 06 Mar 1:30 pm – 2:30 pm
Mary Eniolu, Can Do Academy
AF4 (Investment Planning) Pre-Exam Training, Monday 19th February 2024 & Monday 4th March
This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Thursday 7th March 2024. All sessions are recorded and sent out to all the delegates.
Mon 04 Mar 9:30 am – 4:30 pm
AF7 (Pension Transfers) Pre-exam Training, Tuesday 29th February 2024
This course covers the main topics of the AF7 syllabus in preparation for the AF7 exam on Tuesday 5th March 2024. This session is recorded and a copy is sent out to all delegates.
Thu 29 Feb 9:30 am – 4:30 pm