Previous events
All previous events
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A Practical Guide to Successful Retirement
Retirement is a major life transition. It is likely to last many years. While for many it is the reward for years of hard work, for a significant proportion retirement is not the positive experience they expected. This workshop uses an evidenced based approach to explore the key challenges and adjustments required, and identifies what we need to do, beyond the financial planning, to ensure a fulfilling future.
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Commercial Property Insurance – Clauses and conditions
The course will cover the main clauses and conditions found in a Commercial policy wording.
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Public and Environmental Liability
The aim of this webinar is to identify the key issues of Environmental Impairment Liability and to take away some of the mystery or misunderstanding that is commonly found with this complex area of claims.
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AF4 (Investment Planning) Pre-Exam Training, Tuesday 10th May 2022 - Day 2 - online distance learning event
This two day course course the main aspects of investment planning covered in the syllabus. All sessions are recorded and sent on to the delegates.
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AF4 (Investment Planning) Pre-Exam Training, Monday 9th May 2022 - Day 1 - online distance learning event
This two day course course the main aspects of investment planning covered in the syllabus. All sessions are recorded and sent on to the delegates.
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AF7 (Pension Transfers) Pre-exam Training Wednesday 4th May 2022 - online distance learning event
To prepare for the AF7 exam covering the main aspects of the CII syllabus regarding pension transfers.
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AF5 (Financial Planning Process) Pre-Exam Training, Thursday 28th April 2022 - online distance learning event
To review the factfind issued by the CII, in preparation for the AF5 exam in May 2022
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Annual General Meeting 2022
Your council invites you to attend the 2022 Annual General Meeting of The Insurance Institute Guildford. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members.
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Through the Grapevine: What Wine can teach us about being a better communicator!
A fun and entertaining CPD session with a difference!
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Young Professionals: How to Demonstrate and Develop Credibility
This webinar, aimed at young professionals, explores the characteristics of credibility and how to use it in an authentic way in business conversations. It also explores the importance of presence and confidence in credibility, even when not speaking. The aim of this webinar is for delegates to identify the knowledge and practical solutions on how to use gravitas and personal impact authentically.
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RO6 (Financial Planning Practice) Pre Exam Training, Thursday 21st April 2022 - online distance learning event
This course will cover the case study issued by the CII inpreparation for the RO6 exam on 26th April 2022.
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 - Friday 8th April 2022 - online distance learning event
Final reminder to register for DAY 2 of the AF1 online distance learning course.
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Creating and Claiming Value in negotiation
This masterclass in negotiation focuses on how to create and claim value in a negotiation. A critical skill in a hard market. We will look at how to ensure the negotiation does not become focused around price and premium by discussing how to create value in a negotiation through identifying interests. We will focus on how to identify distributive interests (win-lose), integrative interests (win-win) and common interests. We will then build on this by looking at how you create a strategy for placing a value on these interests for you and your negotiation partner and then how you present proposals in which value is created for all but in a way that you end up claiming the lion's share.
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The three different UK Ogden rates - Why existing limits of indemnity on EL/PL and Products can no longer remain the same
This presentation will explain in plain English what Ogden is, and by way of examples, demonstrate why brokers need to be advising their clients on taking out larger limits of indemnity going forward.
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Motor Insurance - all you need to know in a nutshell
This webinar is presented by Alan Chandler one of the most popular insurance presenters in the UK. Alan will go through the key component parts of a motor policy and it will include looking at what is actually covered under the main cover options. Alan will also explore how rating is evolving with big data which will transform the way motor insurance is rated.
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Legal Update: Overcoming Risks in the New Normal
Insurance specialists from law firm Harrison Clark Rickerbys, will present on how to overcome organisational risks emerging from the pandemic, and will provide a general insurance legal update. Topics include: • Managing employment risks around the shift to hybrid working • Cyber risks and their financial, operational, and reputational impacts • General update on personal injury claims.
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