Forthcoming events
This month
RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 5th November 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details
RO3 (Personal Taxation) Pre Exam Training, Tuesday 11th November 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO3 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details
Pension Transfer Specialists (PTS) Course, Tuesday 11th November 2025
OBJECTIVES • Be up-to-date with current developments in the Defined Benefit/Safeguarded benefit transfer market. • All-round knowledge quiz. • Demonstrate fact-finding, analysis and recommendation skills on two case studies.
View event details
RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 12th November 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO4 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details
RO5 (Financial Protection) Pre Exam Training, Tuesday 18th November 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details
Directors and Officers and Employment Practices Liability insurance in a plain English nutshell
This webinar, presented by Alan Chandler, one of the most popular presenters in the UK, will explore the sources of potential claims for both D&O and EPL. and how to put the right cover in place.
View event detailsAll forthcoming events
Active Listening: A Powerful Skill in Compassionate Leadership
Active listening and non-judgemental communication are superpowers for successful leaders. This session is aimed at anyone wishing to elevate their communication skills. The aim of the session is to help attendees to understand the benefits of active listening and non-judgemental communication, and how they can both be put into practice, to contribute to a psychologically safe and healthy workplace.
View event details
Time Management Skills
Using our time effectively is a key skill that we all need. How well do you manage your time? Do you find it hard to prioritise your workload and struggle to meet deadlines? Join this interactive session to learn practical tools and strategies that will enable you to be more effective at managing your time.
View event details
Financial awareness – a plain English overview for all insurance staff
This presentation, provided by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English understanding of what is in a balance sheet, Profit and Loss account and a cash flow statement and how these can be read easily by non-accountants
View event details
RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 13th January 2026 - On Line Distance Learning
Through its interactive and engaging instructor-led sessions, 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 January 2026 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details
Anticipating Change & Setting Ambition
Join this webinar presented by Harvey Wade of Innovate 21 to develop your ability to anticipate change, determine how it could impact your team and how to plan ambitious goals. Five practical tools will be shared with worked through examples so you can understand how to apply the approaches to your role
View event details
RO1 (Financial services, regulation and ethics) Pre Exam Training, Weds 21st January 2026 - Online distance learning event
Through its interactive and engaging instructor-led sessions, the RO1 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event detailsRO2 (Investment Principles and Risk) Pre Exam Training, Thurs 22nd January 2026
Through its interactive and engaging instructor-led sessions, the RO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details
AF1 (Personal Tax & Trust Planning) Pre Exam Training, Thu 29th & Fri 30th January 2026 - On Line Event
Through its interactive and engaging instructor-led sessions, the two AF1 preparation days aim to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event detailsRO3 (Personal Taxation) Pre Exam Training, Monday 9th February 2026
Through its interactive and engaging instructor-led sessions, the RO3 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event detailsRO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 11th February 2026 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO4 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details
Patto: And an inspiring and motivating story of resilience and exploration into how we can build resilience
Patto: And an inspiring and motivating story of resilience and exploration into how we can build resilience
View event detailsRO5 (Financial Protection) Pre Exam Training, Thurs 12th February 2026 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details
JO2 (Trusts) Pre Exam Training, Monday 16th February 2026 - online distance learning event
Through its interactive and engaging instructor-led sessions, the JO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details
AF4 (Investment Planning) Pre Exam Training, Wednesday 18th & Thursday 19th February 2026 - online distance learning event
Through its interactive and engaging instructor-led sessions, the two AF4 preparation days aims to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details