Previous events
All previous events
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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Your 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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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 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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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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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 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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Consumer Duty: Management information to prove good outcomes
Delivering good outcomes is a requirement under the Consumer Duty and the regulator is looking for evidence that firms are monitoring outcomes and dealing with poor practice in an agile and timely way. Presented by Jim Dart of Dart Compliance
View event detailsYour Career and Self Confidence - Part 2 - Imposter syndrome – up close
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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Soft Skills Event One Hour Seminars, Session Two - Wednesday 15th 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.
View event detailsRO6 (Financial Planning Practice) Pre Exam Training, Monday 13th January 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, 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 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event detailsYour Career and Self Confidence - Part 1 - Your Concept of Success
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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Soft Skills Event One Hour Seminars, Session One - Thursday 9th 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.
View event detailsHawkins Forensic Investigation Part 1: The Myth of Spontaneous Human Combustion & The Science of Self-Heating
Dr Andrew Moncrieff will look at the age old idea of spontaneous human combustion, exploring reasons why a human body might suddenly burst into flames with no outside influences. He will be answering questions such as ‘what is it?’, ‘what does it involve?’ and ‘is it self-heating?’
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Innovation, Competition & Consumer Behaviours: what we can learn from sparkling wines.
Innovation, Competition & Consumer Behaviours - What we can learn from Sparkling Wines. When it comes to disruption, increased competition and changing consumer behaviours in the wine industry, champagne has experienced it all in recent years as new world and old world wineries have begun to produce top quality wines to challenge the traditional producers. There are parallels with the insurance and financial services industries, which have also been experiencing similar trends in respect to the services and products we offer in light of changing consumer behaviours. Through tasting 5 sparkling wines from different corners of the world, Jeff Heasman will draw on his expertise in wines and insurance to show what lessons we can learn in insurance and financial services when it comes to innovation and competition in the market. Renowned for their fun and relaxed way of learning, this is a session not to be missed!
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Hawkins Webinar - Bolted Steel Connections in Fires
Presenter: Andrew Foster - Hawkins Forensic Investigation Overview: Bolts are critical components in structural steel connections that effectively govern their performance, particularly during fires where robustness becomes an important factor. Andrew explores the fundamental ways in which bolted connections can fail and some of the options available to achieve better performance.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 2 of 10, Wednesday 11th December 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 2: Inheritance Tax.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 1 of 10, Tuesday 10th December 2024
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Day 1: Wills/Intestacy & Introduction to Trusts
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Lloyd's and the London Market
CPD event presented by Zing 365 - Jennifer Yeates. This course looks into the London Market and just how Lloyd’s is positioned within it. We look at the operation of Lloyds, its stakeholders and its place in the global insurance market. There are a variety of different classes of business that are transacted through Lloyd’s and we will look at how risks are placed and the claims process. We will complete the session by identifying the regulatory bodies within this marketplace.
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