Previous events
All previous events
Emotional Intelligence (EI) What is it? How can improving it improve my performance?
Emotional Intelligence is a bit of a buzz word these days. 'They have great EI' What does that mean? This session is live online and will involve group exploration. Please have your camera's on and interract where possible for the benefit of the group.
View event detailsHow to make and break relationships
Although AI brings us automation, Financial services has and will always be a relationship business. Summer is a great time but, how will it make or break your relationships and how can you choose what you want it to be for you? This session is live online and will involve group exploration. Please have your camera's on and interract where possible for the benefit of the group.
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WEBINAR - Handling price based objections
So often it seems that winning or losing a new deal comes down to our price whether it is fee, premium or commission. This comprehensive session will help delegates minimise the chance of price based objections coming up, recognise types of price objections and what might lie behind them, before providing strategies and tactics to deal with specific objections.
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WEBINAR - What are Insurers doing about the Climate Crisis?
Climate change is one of, if not, the most significant challenges facing all of us today. Advocates & experts are warning of the need for real radical action now or our lives, businesses and economies will be signifcantly impacted and maybe even irreparably so. It has been said that the insurance industry is in a "unique position" to help tackle climate change but why is that and what does that mean? In this session we break this down and we explore the challenges and oppurtunities facing the industry in this space.
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WEBINAR - SuperStar Communicator
How to be a SuperStar Communicator and make a positive impact in all business conversations is essential. Being able to contribute to all business conversations; make an impact; share your opinions with confidence and clarity and to influence are essential. Whether you are a leader, managing a team or a team member, developing these skills are essential.
View event detailsEnabling Womens Careers - 19th June - Managing Stress
This session will be live online on Zoom. It will not be recorded as we aim to create a safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage eachother. Please allow up to 90 minutes for this session.
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Annual General Meeting 2024
We need you! To get down to our AGM... Your local institute council invites you to attend their 2024 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. We would welcome attendees from both the CII and PFS, as we wish our council to represent all interests and to shape activities and learning events that reflect your wishes and our broad membership across the two organisations. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. We are looking for new council members to supplement the team and experience in active roles on council has enhanced many a CV and career. Book your place today.
View event detailsWEBINAR - Break the Bias Masterclass
Many of our decision making is based on instinctive, unconscious bias. Within business this could impact our ability to make effective decisions. In this powerful session we discover why we rely too much on instinctive choices; why we stereotype others and provide solutions for making better decisions in future. This session challenges people to recognise we ALL have biases, why we have them and what steps we can all make in order to make better business decisions. This is a powerful way to demonstrate the power of an inclusive workplace.
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WEBINAR - Consultative Selling: Elevating Broker Strategies
Consultative selling is an approach to sales where the focus is on understanding the customer's specific needs and providing tailored solutions to address those needs. It involves active listening, asking probing questions, and engaging in meaningful conversations to build trust and deliver value to the customer. The aim of this course is to provide you with the skills, knowledge and philosophy on how to effectively implement consultative selling techniques to create long-lasting, mutually beneficial relationships with clients and increase sales success
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All You Need to Know About the CII Professional Qualifications Pathway
Aim: to give an overview of the CII professional examination pathway whether you’re new to the sector or a professional looking to progress your career aspirations.
View event detailsWEBINAR - The Power of Values
Every decision we make and every goal we set is guided by our values, but most us live our lives directed by a value set that we haven’t consciously constructed ourselves! This session will allow delegates to gain clarity on their true values, allowing them to pursue happy, fulfilling lives in congruence with their values.
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Lunchtime Webinar - Is a Pension good for your Business?
In this Seminar Darren Amos will discuss the options available to fund retirement through your business, including actual Pension schemes, Buy to Let property and other forms of investment. Darren will look at why it is essential to have a properly planned retirement strategy as a central part of your overall financial planning.
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WEBINAR - Sales Mastery: Hello Science, Goodbye Myths
We know more than ever before about the human brain and how we make decisions – but most of us are still unaware of how to apply these new insights to selling. Most sales methods have not adapted to today’s selling climate. By applying insights from neuroscience research, we demonstrate how traditional selling behaviours can actually result in alienating customers. We explain why this happens and the methods that should be used to really boost sales – especially when we cant always meet face-to-face.
View event detailsEnabling Womens Careers - 8th May - The Heroine's Journey
Join us for this months Enabling Women's Careers Session. An exploration into the heroine's journey, This session will be live online on Zoom. It will not be recorded as we aim to create an environment as close to an in person session as possible which is safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage each other. Please allow up to 90 minutes for this session and have your camera on to be able to interact with the group.
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Professional Liability - Intermediate
Covering liability is probably a cover that you sell on every policy, particularly Public & Employer’s Liability. But, what about those businesses who are liable who provide professional advice? If Professional indemnity isn’t something that you deal with frequently, it can be quite difficult to get your head around the core mechanics of how these policies work. In this course, we will be exploring how a business can be professionally liable before we understand the different policies that are available. We will also be discovering the legal remedies and underwriting factors.
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Discover the impact of second-hand trauma when dealing with distressing claims
In this IIL claims webinar, Bijal Fatania and Hursh Pratap Singh talk about the discovery of second-hand trauma when dealing with distressing claims, and most importantly, how improved support is required for the insurance industry.
View event detailsWEBINAR - Insuring Non-tangible Assets
Insuring non-tangible assets: In the modern business world, many businesses have valuable but non-tangible assets. Purchasing adequate insurance for such assets can be difficult. This session looks at the main types of intangible assets and the current insurance position for these.
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Financial Conduct Authority – Introduction to Regulation of General Insurance
"This session is designed as an introduction or a refresher to the regulation of general insurance for intermediaries in the UK. As such, it delivers an overview of core elements of the UK’s regulatory framework, who the regulations apply to, ICOBS, on core regulatory principles and rules across GI. This session does not cover the minute details of the rules of the FCA, and as such the course should not be relied upon on when making compliance decisions for your organisation. "
View event detailsWEBINAR - Neurodiversity in the Workplace
In this session we will take a top-level look into the broad spectrum of neurodivergence including Autism Spectrum Disorders, ADHD and Dyslexia. We will explore the challenges and opportunities neurodiversity presents to both the individual and the organisation, and the different ways we can better support neurodiverse employees and make the workplace more inclusive.
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Enabling Womens Careers - 10th April - How to Escape Lifes Drama
Join us for this months Enabling Women's Careers Session. How to escape lifes Drama - An introduction to transactional analysis This session will be live online on Zoom. It will not be recorded as we aim to create an environment as close to an in person session as possible which is safe space for members to express themselves, network and grow. These sessions are for all levels of PFS and CII and future topics will be established from member feedback within the group. The sessions are facilitated by Caroline who is a Certified Coach and NLP Trainer, however, these sessions are an exploration for all and so please bring your top tips to share with other members of the group and be open to explore and encourage each other. Please allow up to 90 minutes for this session and have your camera on to be able to interact with the group.
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