Previous events
All previous events
AF4 Investment Planning Revision Day
All day revision course in preparation for the October sitting of AF4 Investment Planning.
View event detailsAF1 Personal Tax and Trust Planning Revision Day
All day revision course in preparation for the October sitting of AF1 Personal Tax and Trust Planning.
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CPD Breakfast Seminar - FSCS - What do I need to know?
The FSCS's mission is to provide a compensation service for customers, which raises public confidence in the financial services industry. This is the UK's statutory fund of last resort for customers of authorised financial services firms. It is reported that the FSCS has paid a total of ~£473 million in compensation during 2018/19 alone. This is compared to ~£405million paid in compensation in the previous year.
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CPD Breakfast Seminar - Trust Seminar
The seminar will cover the following items: Intro to IHT; Order of gifting , including the 14 year shadow; Best of both worlds - covering gift and loan, discounted gift and WPT; Periodic and exit charges and how these can impact different types of trusts; Two lump sum gifting ideas - WPT and CAA; Second marriages
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CPD Breakfast Seminar - Conduct Appraisals in Insurance
It is becoming increasingly difficult for Insurers, brokers, loss adjusters and IFA's to recruit and retain quality staff. The reality is that at the moment the demand for qualified experienced quality staff in insurance far exceeds the availability of these staff in the marketplace, and so undertaking a great staff appraisal process is vital in ensuring you retain and motivate your staff.
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Novus Summer BBQ & CPD Event: 5 Communication Habits of Highly Effective Professionals
The insurance industry and financial services sector have never been so competitive. Poor communication skills make things even more difficult than they need to be. This session will look at 5 communication habits that make insurance and financial services professionals highly effective in their day-to-day work with the result that they retain business and win new business.
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2019 BIBA South Wales and Insurance Institute of Cardiff Golf Day - CANCELLED
Unfortunately, this event has been cancelled. We intende to re-arrange for some time in the Spring. Full details to follow.
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Champagne & Strawberries Lunch
Our ever popular Summer Social Event is back. Join us on Friday June 21st at Café Jazz, St Mary Street, Cardiff for our Champagne and Strawberries Betting Lunch
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CPD breakfast seminar - Outlook for the UK Economy
Ian Derrick will present the Bank of England’s latest forecasts for growth and inflation in the UK economy over the next three years, and what that might mean for the future path of interest rates.
View event detailsCPD event - Overview of Advanced Claims CII subject 820
Alan Chandler, Chartered Insurer, will provide an overview of advanced claims CII subject 820. Alan will cover how to best present your advanced claims assignments and how to impress the examiner. The presentation will include how to best reference, what is meant by terms such as explain, analyse and recommend and how to load your answer toward certain categories.
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CPD Breakfast Seminar - GDPR A Year On
The General Data Protection Regulation (GDPR) which is now part of the new Data Protection Act 2018 is having wide ramifications for all firms within the insurance sector and society as a whole. This presentation is a plain English look at how to be GDPR compliant.
View event detailsLadies Fashion and Make Up Evening
Following the success of last summers event, the Insurance Institute of Cardiff invites all ladies to a Private Evening of Fashion, Make up and Prosecco at John Lewis, Cardiff.
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Novus Event - How to Improve your Sales!
The NOVUS council invite you to join their upcoming networking event, where Gavin Hill-John will offer his guidance, expertise and address a topic which has been frequently requested - How to improve your sales!
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Quiz Night
The Insurance Institute of Cardiff invites you to join us for a general knowledge quiz to test yourselves against colleagues, friends or clients.
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2019 Dinner
The President and Insurance Institute of Cardiff are delighted to announce details of our 2019 Annual Dinner, which will take place on Friday 22nd March at Cardiff City Hall
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Effective Networking
The NOVUS council invite you to join their February networking event.
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Christmas with NOVUS
The NOVUS council invite you to join their annual Christmas networking event.
View event detailsBeaujolais 2018
Join us on Thursday 15th November 2018 for our 20th Annual Beaujolais Noveau Lunch
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