Previous events
All previous events
Metaverse ? That’s for gamers, not Insurance, isn’t it ?
Most people will have heard of “The Metaverse” but do you know what it is, where to find it and what it does?
View event details
AF5 (Financial Planning Process) Pre-Exam Training, Tuesday 5th September 2023 - online distance learning event
To review the factfind issued by the CII in August/September 2023, in preparation for the AF5 exam on Tuesday 19th September 2023. This session is recorded and a copy is sent out to all delegates.
View event details
A plain English overview of reinsurance, including how reinsurance premiums affect the price charged to policyholders
This webinar will explain why reinsurance is so essential.
View event details
AF1 (Personal Tax & Trust Planning) Pre Exam Training, Tuesday 29th August & Friday 1st September 2023 - online distance learning event
A 2 day course covering the AF1 syllabus and exam in preparation for the AF1 exam on Thursday 12th September. All sessions are recorded and sent out to all the delegates.
View event details
Retail sector focus - insurance issues and guidance
This session on Retail is another of our series of sessions looking at sector specific contemporary insurance related issues and offering practical guidance for dealing with them.
View event details
It’s all about the balance - Hatha Yoga
Bring some balance back into your life with our next wellbeing session – Hatha Yoga!
View event details
CF6 (Mortgage Advice) Pre Exam Training, Thursday 13th July 2023 - online distance learning event
To cover the CF6 syllabus and exam technique, preparing the student to pass the CF6 Mortgage Advice exam.
View event details
A Practical Guide to Successful Retirement and how to achieve wellbeing
This workshop aims to introduce you to the key elements that contribute to wellbeing in retirement so that you can start to put them into practice.
View event details
Employers Liability, Public Liability and Products Liability Overview - Re-arranged
This webinar looks at providing an overview of the essential insurance covers of employers liability, public liability and products liability, what these policies cover and how a client could become legally liable.
View event details
RO6 (Financial Planning Practice) Pre Exam Training, Monday 26th June 2023 - online distance learning event
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 June 2023 sitting. The session is recorded and a copy is sent out to all delegates.
View event details
How to advise correctly on Business Interruption extensions and advanced loss of profit
One of the many things the Covid-19 pandemic has taught the insurance industry is the importance of going through the various Bi extensions with clients and documenting these discussions. Failure to do this could leave the broker wide open to a PI claim against them.
View event details
How a director can be personally sued under the Companies Act and why D&O is so essential for all directors
The Companies Act 2006 puts very clear and very onerous duties on directors, and this presentation explores this act, and how a D&O policy can respond to this liability.
View event details
Motivating Individuals and the Team
When faced with the day-to-day pressures of work and management, keeping individuals and teams motivated can be a daunting challenge, especially when working remotely. This session provides a range of approaches that will help you understand what motivates each person and how you can use this knowledge to inspire them in their work.
View event detailsEmployers Liability, Public Liability and Products Liability overview
This webinar looks at providing an overview of the essential insurance covers of employers liability, public liability and products liability, what these policies cover and how a client could become legally liable.
View event details
RO4 (Pensions and Retirement Planning) Pre Exam Training - online distance learning event
This course covers the main topics covered in the RO4 syllabus and exam. The session is recorded and a copy is sent out to all delegates.
View event details
RO3 (Personal Taxation) Pre Exam Training - online distance learning event
This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.
View event detailsAnnual General Meeting 2023
We need you! To get down to our AGM... Your local institute council invites you to attend their 2023 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.
View event details
How to set correct property, stock and contents sums insured in a high inflation world.
It is estimated that at least 80% of policies have incorrect sums insured! This presentation looks at the major issue of under insurance in the UK property market and how to help your clients avoid the under-insurance trap.
View event details