Events
Forthcoming events

AF4 (Investment Planning) Pre Exam Training, 18th & 19th September 2025
Through its interactive and engaging instructor-led sessions, the two AF4 preparation days aims to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Thu 18 Sep – Fri 19 Sep

JO5 (Pension Income Options) Pre Exam Training, Monday 22nd September 2025
Through its interactive and engaging instructor-led sessions, the JO5 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.
Mon 22 Sep 9:30 am – 4:30 pm
Online

Hygge Associates event - Menopause Awareness
For years, menopause has been a taboo topic, especially in the workplace. However, it is a natural phase that many women will experience. Three out of four menopausal people will experience symptoms, with one in four having very problematic symptoms. Menopause can potentially impact everyone and should be a topic we all know about.
Thu 25 Sep 1:00 pm – 2:00 pm
Online

PFS Brighton Autumn Roadshow
Wealth and cashflow planning helping clients visualise their future
Our Autumn Roadshows will focus on the intrinsically linked topics of cashflow and wealth planning. We’ll also cut to the chase on exactly how AI is already driving real efficiencies within advice firms.
Tue 30 Sep 8:30 am – 3:35 pm
Doubletree Hilton Metropole Brighton

Confidence at any age
Do you believe that a lack of confidence is holding you back? Is it stopping you from being the best version of yourself at work or outside? Perhaps you may be a new starter; seeking promotion to a management role; a new parent; re-entering the workplace after a break; experiencing menopause; considering retirement – the possibilities are endless.
Whatever your life stage, it’s never too late to turn the situation around proactively. This workshop will help you to discover that confidence is not an elusive mystical art but a mindset that can be acquired and built upon.
Tue 30 Sep 9:15 am – 3:30 pm
Lizzy Modi, Discover Beyond

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
Previous events

Understanding Suicide: Opening up the Conversation
Have you ever thought about developing your skills and knowledge in terms of how to respond to someone having thoughts of suicide? Or perhaps you've been impacted by the subject of suicide in some way and would like to become more comfortable with talking about it?
Join us for this powerful session taking place on World Suicide Prevention Day, exploring suicide in a safe and empowering way.
Wed 10 Sep 12:00 pm – 1:00 pm
Steve Heath, Mental Health In Business

AF7 (Pension Transfers) Pre Exam Training, Monday 8th September 2025
Through its interactive and engaging instructor-led sessions, the AF7 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.
Mon 08 Sep 9:30 am – 4:30 pm
Online

AF5 (Financial Planning Practice) Pre Exam Training, Thursday 4th September 2025
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 September 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Thu 04 Sep 9:30 am – 4:30 pm
Online

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Wed 3rd & Thursday 4th September
Through its interactive and engaging instructor-led sessions, the two AF1 preparation days aim to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Wed 03 Sep – Thu 04 Sep

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course.
Days 5 & 6
2nd & 3rd September 2025
Tue 02 Sep 10:00 am – 4:00 pm
Cams Hall, Fareham

JO2 (Trusts) Pre Exam Training, Tuesday 2nd September 2025
Through its interactive and engaging instructor-led sessions, the JO2 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 02 Sep 9:30 am – 4:30 pm
Online