Previous events

All previous events

IF1 Remote Revision Course - Insurance Legal and Regulatory

  • Thu 25 Feb 9:30 am – 12:30 pm
    • Alison Cooper, Act One Training

This interactive training course, delivered in two sessions, will provide an opportunity for participants to build their insurance knowledge and practice multiple choice questions.

View event details

WEBINAR - Effective Communication in a Virtual World

  • Wed 24 Feb 12:00 pm – 1:00 pm
    • Nick Thomas, Nick Thomas & Associates

Effective communication is pivotal to success in any context, but in a disrupted world where social distancing is the norm, working from home is pre-dominant and face to face contact is not feasible, it is essential to develop skills which work to your advantage in a virtual world. This virtual training programme identifies what those key skills are and emphasises the critical importance of building rapport.

View event details

RO2 Remote Revision Course (Second Event)

  • Thu 18 Feb 9:30 am – 5:00 pm
    • John Trayner

This one day course is designed to significantly improve delegates’ chances of passing the RO2 exam by identifying the key technical points that are likely to be tested.

View event details

Stop Asking For Referrals

  • Tue 16 Feb 11:00 am – 12:00 pm

We will be exploring the myths about asking for and gaining referrals, as well as how you can provide clients and professional introducers with a much better way of helping you.

View event details

Bank of England Update

  • Thu 11 Feb 1:00 pm – 2:00 pm
  • Online
    • Phil Eckersley, Bank of England

An off the record look at the UK economy, drawing on the most recent Bank of England Monetary Policy and Interim Financial Stability Reviews.

View event details

RO2 Remote Revision Course

  • Tue 09 Feb 9:30 am – 5:00 pm
    • John Trayner

This one day course is designed to significantly improve delegates’ chances of passing the RO2 exam by identifying the key technical points that are likely to be tested.

View event details

RO1 Remote Revision Course

  • Tue 02 Feb 9:30 am – 5:00 pm
    • John Trayner

This one day course is designed to significantly improve delegates’ chances of passing the RO1 exam by identifying the key technical points that are likely to be tested.

View event details

Generic Study Skills & Exam Techniques for CII exams

  • Wed 27 Jan 1:00 pm – 2:00 pm
  • Online
    • Alison Cooper, Act One Training

As a training specialist and past CII senior examiner, Alison Cooper, offers an invaluable insight into the best techniques in preparing for and sitting the CII exams. This talk is suitable for both financial planning and general insurance candidates.

View event details

The Insurance Implications of Brexit

  • Fri 22 Jan 4:00 pm – 5:00 pm
  • Online
    • Alan Chandler

Despite dominating much of the press coverage for many years, due to the occurrence of Covid-19 around the globe Brexit is now getting far less press coverage, and there is a danger the insurance industry could slip into 2021 without fully considering the impact of Brexit.

View event details

PFS: Building Environmental Social Governance into your investment advice process

  • Thu 14 Jan 9:30 am – 10:30 am
  • Online
    • Damien Lardoux, EQ Investors

With the impending Mifiid II requirement to consider Environmental Social Governance (ESG) and Ethical views for our client’s investment solution, we are pleased to welcome Damien Lardoux from EQ Investors to provide his insight and suggestions.

View event details

CPD Events: Personal Behavioural Skills for Positive Customer Service

  • Fri 04 Dec 9:30 am – 11:00 am
    • Adrian Towell, Trafalgar, The People Business

Positive customer service starts with me! This virtual training programme firstly identifies exactly what the key skills are, before giving you the time to reflect on your own strengths and development areas. An interactive, thought provoking, practical webinar made up of two 90 minutes sessions with self-development speaker Adrian Towell.

View event details

PERSONAL INJURY CLAIMS – WHERE NEXT?

  • Thu 03 Dec 10:00 am – 11:00 am

The webinar will be of value to those involved in Motor claims, underwriting, broking or anyone wishing to widen their knowledge of a highly topical and sometimes contentious aspect of general insurance.

View event details

CPD Webinar - Social Selling and Virtual Networking

  • Fri 27 Nov 10:00 am – 11:00 am
    • Nick Thomas, Nick Thomas & Associates

Nick Thomas presents a 60 minute webinar on Virtual Networking and Social Selling with tips on best practice and when to use them.

View event details

WEBINAR: Mental Health Reboot; Coffee, Connection & Calm (Session 3 only)

  • Fri 27 Nov 10:00 am – 11:00 am

Join us on the Mental Health Reboot; Coffee, Connection & Calm – our monthly social to support you and/your staff throughout the last quarter of 2020.

View event details

Presentation Skills Workshop 24 November 2020 (Virtual session)

  • Tue 24 Nov 9:30 am – 4:00 pm

Presenting information impacts on all of us be it formal or informal. This one-day workshop considers the principal requirements for delivering an effective presentation to an internal team and/or an external audience. Presentations demand that we are structured and professional in our approach. For many, there is a fear of presenting and this can get in the way of delivering the required message. Please note that there is a maximum of 8 attendees only for this event.

View event details

CPD Webinar: Sales and client retention in the 'new normal'

  • Mon 23 Nov 10:00 am – 11:00 am
    • Nick Thomas, Nick Thomas & Associates

Nick Thomas presents a 60 minute webinar on Sales and Client Retention in what has become the 'New Normal' climate.

View event details

CREDIT HIRE – THE WHAT? WHEN? HOW? AND WHO?

  • Tue 10 Nov 12:00 pm – 1:00 pm

The content of the presentation will give delegates a better understanding of credit hire, enabling them to discuss the subject with more authority. Anyone client-facing or involved with motor underwriting, broking or claims will benefit from attendance.

View event details

WEBINAR: Understanding the implications of policy exclusions following Covid-19

  • Mon 02 Nov 2:00 pm – 3:00 pm
    • Alan Chandler

This webinar will take delegates on a plain English walk on how the law applies to policy exclusions and proximate cause, so that they can explain to clients clearly and confidently the implications of the differing communicable disease exclusions that will be applied to your policyholders wordings.

View event details

WEBINAR: Mental Health Reboot; Coffee, Connection & Calm (Sessions 2 & 3)

  • Fri 30 Oct 10:00 am – 11:00 am

Join us on the Mental Health Reboot; Coffee, Connection & Calm – our monthly social to support you and/your staff throughout the last quarter of 2020.

View event details

Managing Teams Remotely - 29th October 2020

  • Thu 29 Oct 2:00 pm – 3:30 pm

This 90-minute virtual workshop considers the implications of remote working and how we, as managers, can proactively manage the situation to more positive outcomes.

View event details