Hants & Dorset
Please click the link below to sign up. RO6 (Financial Planning Practice) Pre Exam Training, Friday 12th January 2024 – online distance learning event (cii.co.uk) Organised by Hants & Dorset, Thames Valley & Surrey.
Our objectives are to support our regional members, as well as promoting the profession to the local community. We also wish to encourage, support and help develop new entrants into financial services and therefore assist you with your succession planning… Read More »Welcome from Hants & Dorset
After a very successful return to face-to-face conference in 2022, we are excited to be back on the road in 2023 with our Spring, Summer and Autumn regional conference as well as a range of Specialist events and regional events… Read More »2023 Regional Conferences and Events
The ‘Shaping the future together’ consultation gave members and other key stakeholders the opportunity to feedback on the Chartered Insurance Institute’s (CII) proposed plans, as well as the services it delivers and how the professional body can best meet their… Read More »CII pilots new form of financial planning assessment
Don MacIntyre appointed to full-time executive role. In August the PFS appointed Don MacIntyre as PFS Interim CEO. Not only will he represent and advocate PFS members’ interests, he will also work closely with the Board to preserve PFS assets. Furthermore, he… Read More »PFS appoints Interim CEO
These 60 minute ‘Myth Busting’ CPD sessions are a series of virtual webinars with a difference! Our hosts Colin Simmons Business Development Manager and Les Cameron head of Technical at Prudential present these sessions in their own unique style, covering… Read More »Myth Busting webinars