Previous events
All previous events
Webinar - Adapting communication for the Virtual World
Amongst other things, this session will cover Mehrabian’s Law – 3 elements to interpreting communication from others. Body language is the most important - lost in a virtual world.
View event detailsVirtual Conference: 'Sharing is caring - Defending the digital frontier'
The annual North East Institutes conference is back, with another topical scenario-based session: A staff member working from home due to Covid lockdown restrictions breaches employer's instructions resulting in malware infecting the company system. What are the many implications...?
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R06 - Financial Planning Practice Revision Day- 13/09/2021
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the September 2021 exam.
View event detailsWebinar - The problems of under insurance in Household insurance products
This webinar examines the challenge of making sure personal lines policyholders avoid under insurance. Where the insured has to provide a building sum insured, only 10% of policyholders in the UK get this correct, we can therefore see there is a major issue of under insurance.
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AF7- Pension Transfer Revision Day- 27/08/2021
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
View event detailsAF1- Personal Tax and Trust Planning Revision Day- 27/08/2021
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
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Webinar - Social Selling and Virtual Networking
Amongst other things, this seminar will cover the importance of networking and some best practice tips.
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Webinar - Remote Teams - building performance and wellbeing
Amongst other things, this session will outline the pros and cons of remote working on performance and wellbeing.
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Webinar - Sales and client retention in the new normal
Amongst other things, this session will cover: * Recap Trusted adviser status and a consultative approach * The ‘client apathy cycle’ and ‘the age of the customer’ * Exceptions to the ‘client apathy cycle’ – and the presence of these situations in the current environment
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Webinar - FCA Business Interruption Insurance Test Case - FOS decisions
The one-hour webinar is again comprehensive and interactive and will focus on a number of various decisions made on complaints referred to the FOS following claims that have been turned down by insurers with the FOS considering the judgment of the Supreme Court in its decisions.
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Webinar - 7 Top Tips on How to be a More Effective and more Efficient Learner When Studying for Professional Qualifications
This practical and interactive webinar is perfect for candidates studying towards professional qualifications with either an exam or coursework element.
View event detailsWebinar - The negative Ogden rate
The negative Ogden rate - Why existing limits of indemnity on EL/PL and Products can no longer remain the same. Brokers/Insurance company staff if you do not understand the long-term implications of a negative Ogden in the marketplace then you will be failing your clients – this presentation will help you understand why Parliament’s decision to create and stick with a negative Ogden rate has an impact on ALL major liability injury claims. Even the traditional EL limit of £10m is now looking too small let alone PL limits of £2m.
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Webinar - Brexit - the multiple insurance implications across insurance classes
Amongst other things, this webinar will look at the main issues of dealing with Clients that have assets/liabilities within EU member states.
View event detailsWebinar - Personal Effectiveness in a hard market
Amongst other things, this webinar will help the attendee to gain a grasp of the key pre-requisites to delivering effective hard market trading strategies – client intimacy, moving the conversation away from price.
View event detailsWebinar - Broker Trading Skills in a hard market
Amongst other things, this webinar will help the attendee to gain a grasp of the following: Overview challenges to brokers and clients in a hard market Understanding the client position Controlling client dialogue and expectations
View event detailsR02- Investment Principles and Risk Revision Day- 09/07/2021
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
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Webinar - Public Liability: where are we heading? A review of recent case law
Recent case law in the area of public liability has revealed some trends in the way that the courts are dealing with liability issues.
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Webinar - Ecopsychology: the impact of your surroundings on well-being and productivity
Ecopsychology is the growing science of the impact our immediate surroundings have on our mental well-being and in turn our productivity.
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Practical Soft Skills Workshop- Masterclass 30/06/2021
This one-day course focuses on the tiny details that make the difference between good client relationships and great client relationships. During the day you will learn what your communication style says about you and how you can adapt the way that you communicate to instantly build rapport with those around you.
View event detailsPractical Soft Skills Workshop- New Starters 29/06/2021
This one-day course focuses on building great client relationships. You will learn techniques to build trust and move fluently through the meeting agenda, whilst maintaining focus on the client’s needs. You will learn the six key questions that achieve a real understanding of the client’s objectives, enable you to recommend solutions based on real understanding and produce a compliant file.
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