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This month

STEP (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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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
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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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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/).
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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
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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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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.
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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.
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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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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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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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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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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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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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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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STEP (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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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.
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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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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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Hygge Associates event - Disability Awareness
What comes to mind when you hear the word 'disability'? How would you define it? Do you know what is considered a disability by law and how to create inclusive workspaces free from discrimination and prejudice?
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.