Events
Forthcoming events
RO1 (Financial services, regulation and ethics) Pre Exam Training, Tues 4th November 2025
Through its interactive and engaging instructor-led sessions, the RO1 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Tue 04 Nov 9:30 am – 4:30 pm
Online
RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 5th November 2025
Through its interactive and engaging instructor-led sessions, the RO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 05 Nov 9:30 am – 4:30 pm
Online
RO3 (Personal Taxation) Pre Exam Training, Tuesday 11th November 2025
Through its interactive and engaging instructor-led sessions, the RO3 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Tue 11 Nov 9:30 am – 4:30 pm
Online
RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 12th November 2025
Through its interactive and engaging instructor-led sessions, the RO4 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 12 Nov 9:30 am – 4:30 pm
Online
RO5 (Financial Protection) Pre Exam Training, Tuesday 18th November 2025
Through its interactive and engaging instructor-led sessions, the RO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Tue 18 Nov 9:30 am – 4:30 pm
Online
Remaining Resilient Workshop
Resilience is fundamental to good mental health and wellbeing, and success in business/work and life. It is something that can be developed, to improve mental wellbeing and as a protective factor against poor mental health.
Claire Russell, founder and CEO of Mental Health in Business, will deliver this powerful workshop. She brings a wealth of lived experience - she will share some of her own experiences as a mental health educator and advocate, her lived experience of mental illness and suicide; and lessons learned in her long career as an insurance broker.
She will also look at how we can identify the resilient qualities that we have already.
Wed 19 Nov 10:00 am – 12:45 pm
Claire Russell, Mental Health in Business
Previous events
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Days 7 & 8
21st & 22nd October
Revision & Technique
Tue 21 Oct 10:00 am – 4:00 pm
Cams Hall, Fareham
Joint Learning and Development (CPD) Conference
There is still time to reserve your place at our next annual Joint Learning and Development (CPD) Conference which will be taking place at Lingfield Park Resort.
This conference, hosted jointly by the Insurance Institute of Sussex, North Downs Insurance Institute and the Insurance Institute of Guildford, will deliver 5 hours of quality CPD that will be of interest to all general insurance professionals. During the day, we have planned a range of topical subjects which will include:
* contract works insurance
* fraudulent claim trends over fire, theft, liability and motor
* lithium-ion batteries
* plant pathology investigations in the insurance industry
* underinsurance including rebuilding costs and the complications of listed buildings
Thu 16 Oct 8:45 am – 4:00 pm
Lingfield Park Resort
Breaking the Silence: Empowering Men's Mental Health in the Workplace
This new-for-2025 session is designed to address the unique mental health challenges faced by men in the workplace. It draws on evidence-based approaches and MHIB’s commitment to reducing stigma and fostering positive mental health cultures.
The session will explore the barriers men encounter in seeking support, the impact of traditional gender norms, and practical strategies for building resilience and wellbeing. Participants will also gain insights into recognising signs of distress in themselves and others, learn how to initiate supportive conversations, and access resources to maintain long-term mental health.
Wed 08 Oct 12:00 pm – 1:00 pm
Jay Unwin, Mental Health In Business
A Day in the Life of an Insurer - RSA
*LAST CHANCE TO BOOK* - booking closes at Midnight on Sunday 5th October 2025
There is still time to join us for a ‘peek behind the curtain’ of one of the world's longest-serving insurance companies. For one day only, RSA are inviting you in to see what a day looks like at one of the big insurers.
Whether you are a recent graduate considering your next steps, early into your insurance career or a more experienced member already working in the world of insurance, there is a huge amount to take away from this immersive and interactive day at RSA’s Horsham office.
During this intimate and engaging session you'll hear from senior members of staff about their professional journeys and gain an understanding of key business functions such as Underwriting, Claims, Operations/Change Transformation, and Business Development.
This event is a unique opportunity to seek advice from those who have been there and done it, to hear about others' experiences, ask questions, and network with other new professionals.
This event has been arranged by the Insurance Institute of Sussex NextGen Committee and is also open to attendance by non-members.
*Please note that RSA are kindly funding this event. The £5 booking fee is to encourage attendance and 100% of this shall be donated to UK Youth which is RSA's partner charity (https://www.ukyouth.org/).
Wed 08 Oct 10:00 am – 2:00 pm
RSA - Horsham
The Wonderful World of Watches
Many people collect watches – a single watch can easily exceed the limits included within many home
contents policies, needing them to be specified.
This webinar is an introduction to the watch market, looking at how it is changing, factors influencing
price, key risks, and what brokers and insurers should be considering to protect both themselves and
their clients.
Who is it for?
This webinar is for:
- Brokers and insurers who handle home contents insurance for MNW and HNW clients who may
have a single specifiable watch or a valuable collection
- Claims handlers and loss adjusters who want to understand what to look for in, and risks around,
valuations with which they may be presented
- Compliance teams considering how to ensure clients and policyholders get the information they
need to make informed decisions, and that they are treated fairly
Wed 01 Oct 11:45 am – 12:45 pm
Rachel Doerr, Doerr Dallas Valuations
RO6 (Financial Planning Practice) Pre Exam Training, Wednesday 1st October 2025
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 October 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 01 Oct 9:30 am – 4:30 pm
Online