Forthcoming events
All forthcoming events
Insurance Principles
Insurance is based on a number of common law principles that have been followed for hundreds of years. In order to better understand how insurance works it is important to understand these principles and how they underpin insurance as we know it today. There are 7 principles of insurance and during this course we will look at each one, ensuring that we cover the practical application of each of the principles to ensure full understanding. The course is ideally suited to those who are new to insurance and want a better understanding of how the principles of insurance are applied on a day to day basis.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 & Day 4, Wednesday Aug 20th and Thursday Aug 21st 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 3 & 4 20th & 21st August 2025
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JO2 (Trusts) Pre Exam Training, Tuesday 2nd September 2025 - online distance learning event
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.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 5 & Day 6, Tuesday 2nd September and Wednesday 3rd September 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 5 & 6 2nd & 3rd September 2025
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Wednesday 3rd & Thursday 4th September 2025 - On Line Event
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.
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AF5 (Financial Planning Practice) Pre Exam Training, Thursday 4th September 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 September 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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AF7 (Pension Transfers) Pre Exam Training, Monday 8th September 2025 - online distance learning event
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.
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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.
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AF4 (Investment Planning) Pre Exam Training, Thursday 18th & Friday 19th September 2025 - online distance learning event
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.
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JO5 (Pension Income Options) Pre Exam Training, Monday 22nd September 2025 - online distance learning event
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.
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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.
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RO6 (Financial Planning Practice) Pre Exam Training, Wednesday 1st October 2025 - On Line Distance Learning
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.
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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.
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Joint Learning and Development (CPD) Conference
Our next annual Joint Learning and Development (CPD) Conference 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 Book your place(s) by 31 August to take advantage of our discounted rates - click on the Book Now button for more information.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 7 & Day 8, Tuesday 21st October and Wednesday 22nd October 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 7 & 8 21st & 22nd October Revision & Technique
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RO1 (Financial services, regulation and ethics) Pre Exam Training, Tuesday 4th November 2025 - online distance learning event
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.
View event detailsRO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 5th November 2025 - online distance learning event
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.
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RO3 (Personal Taxation) Pre Exam Training, Tuesday 11th November 2025 - online distance learning event
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.
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RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 12th November 2025 - online distance learning event
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.
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RO5 (Financial Protection) Pre Exam Training, Tuesday 18th November 2025 - online distance learning event
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.
View event detailsDetails of all of our planned events are shown above. Please click on the links for further information and online booking.
If you would like information about events being run by other local institutes, please click here to view the CII Events page or visit our neighbouring local institute websites for North Downs and Royal Tunbridge Wells.