Previous events
All previous events
A Practical Guide to Successful Retirement and achieving wellbeing
This workshop aims to introduce you to the key elements that contribute to wellbeing in retirement so that you can start to put them into practice.
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Contractors All Risks - an introduction
This session examines Contract Works policies and what they cover, what are the main cover issues (including defect exclusions) and the information brokers need to place the cover.
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Managing Change
This session is designed to identify when change is necessary, understand the typical responses to change and some techniques for coping with this in a way that is positive to you and your organisation.
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RO6 (Financial Planning Practice) Pre Exam Training, Thursday 28th September 2023 - online distance learning event
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 RO6 exam on Thursday 5th October 2023. The session is recorded and a copy is sent out to all delegates.
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Insurance for Multi-Occupancy Buildings – Impact of FCA Review
This session will look how insurance for multi-occupancy buildings will be affected by the FCA consultation Sept 2022 (CP23/8: multi-occupancy building insurance) and Multi-Occupancy Buildings Insurance Broker Remuneration report April 2023.
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Property Owners sector focus - insurance issues and guidance
This session on Property Owners is another of our series of sessions looking at sector specific contemporary insurance related issues and offering practical guidance for dealing with them.
View event detailsAF7 (Pension Transfers) Pre-exam Training Monday 18th September 2023 - online distance learning event
This course covers the main topics of the AF7 syllabus in preparation for the AF7 exam on Tuesday 26th September 2023. This session is recorded and a copy is sent out to all delegates.
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Summer BBQ Experience - and insights into becoming part of something very special!
Join us for our Summer BBQ Experience! If you feel you could make a positive contribution to your local institute, this is an ideal first step to becoming involved.
View event detailsAF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Thursday 14th September & Friday 15th September 2023- online distance learning event
This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam in preparation for the AF4 exam on Tuesday 3rd October 2023. All sessions are recorded and sent out to all the delegates.
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Metaverse ? That’s for gamers, not Insurance, isn’t it ?
Most people will have heard of “The Metaverse” but do you know what it is, where to find it and what it does?
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AF5 (Financial Planning Process) Pre-Exam Training, Tuesday 5th September 2023 - online distance learning event
To review the factfind issued by the CII in August/September 2023, in preparation for the AF5 exam on Tuesday 19th September 2023. This session is recorded and a copy is sent out to all delegates.
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A plain English overview of reinsurance, including how reinsurance premiums affect the price charged to policyholders
This webinar will explain why reinsurance is so essential.
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Tuesday 29th August & Friday 1st September 2023 - online distance learning event
A 2 day course covering the AF1 syllabus and exam in preparation for the AF1 exam on Thursday 12th September. All sessions are recorded and sent out to all the delegates.
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Retail sector focus - insurance issues and guidance
This session on Retail is another of our series of sessions looking at sector specific contemporary insurance related issues and offering practical guidance for dealing with them.
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It’s all about the balance - Hatha Yoga
Bring some balance back into your life with our next wellbeing session – Hatha Yoga!
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CF6 (Mortgage Advice) Pre Exam Training, Thursday 13th July 2023 - online distance learning event
To cover the CF6 syllabus and exam technique, preparing the student to pass the CF6 Mortgage Advice exam.
View event detailsA Practical Guide to Successful Retirement and how to achieve wellbeing
This workshop aims to introduce you to the key elements that contribute to wellbeing in retirement so that you can start to put them into practice.
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Employers Liability, Public Liability and Products Liability Overview - Re-arranged
This webinar looks at providing an overview of the essential insurance covers of employers liability, public liability and products liability, what these policies cover and how a client could become legally liable.
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RO6 (Financial Planning Practice) Pre Exam Training, Monday 26th June 2023 - online distance learning event
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 June 2023 sitting. The session is recorded and a copy is sent out to all delegates.
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