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
View event detailsWEBINAR - Resilience for Good Mental Wellbeing
Resilience is fundamental to good mental health and success in business/work and life. This webinar explores how we can all develop resilience in ourselves and in our teams. This will include practical advice and tools to help you to build your and your team's resilience. The session is a mix of slides and interactive discussions designed to ensure effective learning in a short timeframe.
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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.
View event detailsConsumer Duty
BRANKO BJELOBABA - What is the new Consumer Duty and what will you have to do?
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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 details18th January RO6 (Financial Planning Practice) Pre Exam Training, Wednesday 18th January 2023 - online distance learning event
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 RO6 examination.
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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.
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