Previous events
This month
Free Cert CII, Dip CII & ACII Training for Exeter Members
In partnership with Intuition Training, we are pleased to be able to offer a flexible, unit-by-unit remote training initiative for our members who want to make progress to achieve their Cert CII and Dip CII. The cost of this training will be fully funded by the Insurance Institute of Exeter.
View event detailsPFS Breakfast Meeting-Creating Sustainable Income During Uncertain Times
Thanks to Basil Anderson for this breakfast session for our PFS members. Arrive at the Baron Law offices, Leeward House, Fitzroy Rd, Exeter EX1 3LJ at 8.30am for a bacon roll, tea or coffee. Seminar starts at 9am.
View event detailsCPD Webinar - Techniques for Handling Difficult Conversations
As a manager or leader, some of the hardest parts of the job can be difficult conversations with team members. This workshop focuses on empowering you to confidently support your teams' mental health and wellbeing, and initiate and handle challenging conversations. Through group discussion, activities and exercises, attendees will develop techniques they can use when faced with difficult conversations, to ensure they can manage their teams effectively and contribute to a positive and supportive workplace culture.
View event detailsCPD Webinar - 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.
View event detailsPFS Breakfast Meeting-What do SOLLA advisers do that is so different?
Thanks to Carolyn Matravers for this breakfast session for our PFS members. Arrive at the Kennford Room, Exeter Court Hotel at 8.30am for a bacon roll, tea or coffee. Seminar starts at 9am.
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PFS Breakfast Meeting-Nudge Nudge, Think Think
Thanks to Andrew Clotworthy hosting this breakfast session for our PFS members. Arrive at the Kennford Room, Exeter Court Hotel at 8.30am for a bacon roll, tea or coffee. Seminar starts at 9am.
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CII & PFS-Interactive Training-You need to learn CPR
Thanks to Mark Hawkins from the British Heart Foundation, our chosen charity this year, for this in person interactive CPD session for all our CII members at The Exminster Room, Exeter Court Hotel. Sessions start at 10.30am. Timings of the sessions depend on numbers who book.
View event detailsCPD Webinar - A Quick History of Insurance
This presentation will cover the history of insurance from when it was first mentioned in the 13th century through to the 20th century. Some of the questions that are looked at include: - How far back can you trace insurance? - How did it develop? - Who were the earliest insurers? It will also look at how the Insurance Museum will use these subjects to engage with the public and schools.
View event detailsCPD Webinar - Legal principles of insurance
This webinar will provide a plain English overview of the main legal principles of insurance, which are: 1. Insurable interest 2. Proximate cause 3. Indemnity 4. Subrogation 5. Contribution 6. The duty not to misrepresent/ Fair presentation of risk
View event detailsNextGen Exeter Cruises & Double Locks
We’re excited to announce the relaunch of our young and new professionals’ group under a brand-new name: NextGen! We're kicking off our revival with our first event at Exeter Quay and Double Locks!
View event detailsPFS Teams Session - Navigating a new era for investors under President Trump
Thanks to Sam and Andy for this online session for our PFS members.
View event detailsCPD Webinar - Introduction to Liability Insurance
This webinar introduces learners to the concept of liability and its place in the UK legal system.
View event detailsCPD Webinar - Building rapport in a hybrid world
Good rapport is essential in both our business and personal lives. But how do we build rapport when we lack real face to face interaction? What are the challenges to building rapport in the virtual world, and how do we adjust to mitigate these challenges and to grasp the opportunities?
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Exeter Summer Roadshow
Precision planning & protection perfection How well are your clients able to articulate their financial goals? When did you last go back to basics and consider how protection features in your clients’ plans? Research shows that initially clients often don’t really know what their goals are. As financial advisers, you need to work closely with them to really explore their goals before building a precise plan which will deliver for their long-term future.
View event detailsPFS Teams Session - Factor Investing and its role in retail investment portfolios
Thanks to Sam and Andy for this online session for our PFS members.
View event detailsCPD Webinar - Men - It's OK to talk
Talking is good for us. We all know that and yet some of us find it hard to talk about how we feel, especially when we aren’t feeling good. This session is aimed at men and those that would like to support the men in their lives. The aim of the session is to shine a light on why some men find it difficult to open up, to explore ways to support men when they are struggling and to share some alternative ways to process difficult stuff, for those who really don’t like talking.
View event detailsA plain English overview of understanding an insurance policy wording
This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English walk through what makes up an insurance policy wording. One of the learnings of the Bi and Covid-19 court battles is the fact that you ignore the construction of policy wordings at your peril. All brokers, underwriters and claims staff should have a good grasp of the component parts of an insurance policy wording and this presentation will provide this understanding.
View event detailsFree Cert CII and Dip CII Training for Exeter Members
In partnership with Intuition Training, we are pleased to be able to offer a flexible, unit-by-unit remote training initiative for our members who want to make progress to achieve their Cert CII and Dip CII qualifications. The cost of this training will be fully funded by the Insurance Institute of Exeter.
View event detailsCPD Webinar - Memorabilia Valuations Training
Memorabilia: passing phase or appreciating asset? Collecting things is something humans have always done – from interesting pebbles to glamorous diamonds! It’s a natural urge that many of us experience. Collecting memorabilia has become very fashionable, and can be very lucrative. But what is valuable, and what advice and guidance should a client be offered? This webinar explores a range of different types of memorabilia, why it is collectible, and offers insight on what clients should be thinking about.
View event detailsPFS Live CPD - Creating Sustainable Income During Uncertain Times
Thanks to Basil Anderson from L & G for this in person 1 hour CPD session for our PFS members at Barton Law Offices, Leeward House, Fitzroy Road, Exeter, EX1 3LJ Meet for bacon roll, tea & coffee at 8.30am, session starts 09.00am for 1 hour. Finishes at 10am.
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