Previous events
All previous events
AF1 Personal Tax and Trust Planning Revision Day- 18/08/2022
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 - Discovery Driven Planning how to plan for and create genuine change and innovation in uncertain times
This session will introduce you to discovery-driven planning and how it can be applied in the context of insurance and financial services.
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Webinar - For Better or For Worse
This is a must for anyone with an interest in the historical development of the insurance industry and how it adapts to judicial decisions.
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Webinar - Forget Influence. Create Curiosity
This webinar will show you how to forget influence and create curiosity for better relationships and more success in business and indeed your personal lives.
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Webinar - Human v Automated Decision-Making have we gone too far in insurance and financial services?
This thought-provoking webinar will examine both sides of the debate and suggest a way forward to ensure the best possible outcome for the profession and for our clients.
View event detailsR06 - Financial Planning Practice Revision Day- 30/06/2022
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 July 2022 exam.
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Summer Golf Meet - Brancepeth Castle Golf Club
Brancepeth Castle Golf Club. There will be the usual coffee and bacon roll before we start and a one course meal following the 18 holes. The cost including £2 sweep is £37.00 a head.
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Practical Soft Skills & Communication Workshop- 22/06/2022
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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Webinar - Diversity in Communication
This webinar will teach key communication strategies to ensure that, whether it be internal or external communications, you communicate with a wider and more diverse audience and avoid miscommunication or misunderstanding with people who are different to you.
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Webinar - Communicating with Vulnerable Customers
It is critical that everyone working in insurance and financial services understands the definition of a vulnerable customer, how to identify a vulnerable customer and what the laws and regulations say.
View event detailsWebinar - The power of the mindset
This empowering session draws on research in the fields of psychology, performance, and neuroscience. It looks at what really drives excellence and how our talent is not a gift we are born with, but something that is developed through opportunity, commitment, and ‘deep’ practice.
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Webinar - How to get faster responses without chasing
This practical session will share some phrases, frameworks and tools that have seen hard-to-get-hold-of clients reply the next day.
View event detailsAF4 Investment Planning Revision Day- 11/05/2022
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 - Sales prospecting skills - contacting the prospect
This session builds on the previous session where we discussed the importance of a multiple touchpoint strategy to connect with prospects. In this session we drill down to look at best practice in the key contacts methods. How to differentiate, attract prospect attention and be effective in setting appointments.
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North East Insurance Institutes Webinar: Attracting New Professionals
What can be done to attract new talent to the profession? Join in the discussion to understand the talent deficit challenges and what can be done to tackle them.
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Webinar - Self Esteem - the good bad and ugly
Self esteem is our opinion of ourselves. Drawing on cutting edge research, this webinar will go over some ways that we can begin to build, stabilise and sustain healthy self esteem.
View event detailsSpring Golf Meet - Dunstanburgh Castle Golf Course
The Spring Meeting to be held at Dunstanburgh Castle Golf Course on Friday 29 April 2022. The first tee is booked for 11:40 and we can accommodate up to 28 players. Places will be on a first come basis and is open to Insurance Institute members in the first instance. The cost will be £45 per person (Green Fee £35 + bacon sandwich & coffee on arrival +soup and sandwiches with chips after £8 + Sweep £2).
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Webinar - The Highway Code Changes 2022 and their implications for Motor Insurance
This webinar will be of value to everyone using a public road. Specifically it will be of value to insurance personnel dealing with Motor underwriting, claims or client facing in any way.
View event detailsAF5 - Financial Planning Process Revision Day- 28/04/2022
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 May 2022 exam.
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Webinar - FCA Consumer Duty – what’s that all about?
The FCA want to see a higher level of consumer protection in retail financial markets, where firms compete vigorously in the interests of consumers.
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