Previous events
All previous events
BI Regional Update
We have all closely followed the BI Test case launched by the FCA late 2020, with the final judgment having been handed down on 15 January 2021. The outcome was clear and far-reaching. The case highlighted the ongoing exposure of insurance brokers who arranged the relevant policies (who should have by now reassessed their advice process under ICOBS, duty of care to clients). Now that the noise has settled, we will review how the industry acted on the findings and what (if any) other implications have emerged.
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JO2 (Trusts) Pre Exam Training, Thursday 20th January 2022 - online distance learning event
The day will cover how trusts can be set up together with the roles and responsibilities of trustees. The main uses of trusts in financial planning. Understand the rules of intestacy and the uses of Deeds of Variation. Lasting Power of Attorney. Bankruptcy.
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 - Tuesday 18th January 2022 - online distance learning event
Day 2 covers the roles and responsibilities of trusts, the different types of trusts, the rules of intestacy, Lasting Powers of Attorney and bankruptcy.
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Young Professionals: Writing your Development Plan
Attending courses and webinars is great for increasing knowledge. Learning, however, only begins in the classroom, it is how we use our knowledge in practice that impacts our career development. This session will guide you through the steps to identify your learning needs and take meaningful action to develop them.
View event detailsAF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 1 - Monday 17th January 2022 - online distance learning event
The AF1 two day course will help prepare candidates for the exam by covering the main topics of taxation and trusts.
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Navigating the hard cyber market
This session will look at the factors currently influencing the cyber market, and leading insurers to increase rates and tighten terms. It will give an insight in to claims trends, and how companies can best protect themselves; both from the impact of these changes, and from cyber risk more generally.
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RO6 (Financial Planning Practice) Pre Exam Training, Thursday 13th January 2022 - 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 January 2022 sitting.
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Broker E&O claims - why they are increasing and how these can be mitigated
This presentation will explore why the number of errors and omission claims against brokers are on the increase and how these can potentially be mitigated.
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Redefining your Relationship with Stress
Stress is ubiquitous and, to make matters worse, most of us are reminded on a regular basis that it’s bad for our health. Yet, the research findings are mixed. While stress can undermine both our physical and mental health, it can also enhance it. This webinar will explore why we may need to rethink the ‘stress is bad’ mantra that most of us have been brought up to believe. We’ll also look at how to redefine our relationship with stress to maximise performance and mental health, by identifying key skills to help see stress through a new lens.
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Vulnerable Customers
Alan Chandler, Chartered Insurer, will look at how firms have been treating customers unfairly including some disturbing case studies. The presentation will include how the FCA defines vulnerable customers, the measures all firms are expected to put in place and how the requirements on all firms have changed to make sure the most vulnerable are protected going forward.
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NEW DATE - How to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies
This one-hour webinar provided by Alan Chandler, will examine all the different factors a client needs to take into account when setting an indemnity period. The presentation will include guiding clients who are on a Gross Profit Bi basis, a Gross Revenue or Fees basis and will also include how an Increased Cost of working only policy should deal with prospective losses over 12 months.
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An introduction to Artificial Intelligence/Machine Learning
In this webinar we will provide some basic definitions and explanations about what AI actually is and how it works as well as providing examples of AI in use in both our personal and business lives, with a focus on the insurance sector.
View event detailsHow to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies
This one-hour webinar provided by Alan Chandler. will examine all the different factors a client needs to take into account when setting an indemnity period. The presentation will include guiding clients who are on a Gross Profit Bi basis, a Gross Revenue or Fees basis and will also include how an Increased Cost of working only policy should deal with prospective losses over 12 months.
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R07 (Advanced Mortgage Advice) Pre Exam Training - online distance learning
The trainers are highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online interactive training session, ensuring all candidates are fully engaged and maximise the learning experience.
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R04 (Pensions and Retirement Planning) Pre Exam Training - online distance learning
Designed to help candidates feel more prepared for the exam, delegates will have covered the key areas of the syllabus and will have been introduced to the exam format and adopting a suitable exam technique.
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Utility extensions - a repeat of the pandemic expectation issues
The FCA Test case showcased the range of different perceptions about the scope of disease cover. There are residual issues that are likely to litigate but we broadly know where we stand on the core issues. But misunderstandings about business extensions are not limited to disease covers – in particular, utility failure cover is provided generally on two fundamentally different bases (with a hybrid variant for good measure), threatens aggregation over a wide area if there were to be an extensive power outage, and would inevitably reveal misunderstandings about the extent to which the loss of internet sales might or might not be covered. In the light of the above, this session will explore aspects of a power outage scenario and highlight the potential for further disputes mirroring that over covid-19.
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Managing Conflict
This session is designed for all employees, particularly those with customer service and customer care facing roles, and will cover techniques and approaches to manage conflict.
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ER1 (Equity Release) Pre Exam Training - online distance learning
By the end of the course, delegates will have covered the key elements of the ER1 syllabus and what is required to pass the examination.
View event detailsR02 (Investment Principles and Risk) Pre Exam Training - online learning
Designed to help candidates feel more prepared for the exam, delegates will have covered the key areas of the syllabus and will have been introduced to the exam format and adopting a suitable exam technique.
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M92 Revision Course - Business & Finance in Insurance
This M92 course is limited to 20 members and will be delivered over 2x three hour revision sessions which will cover all the main aspects of the CII diploma subject M92 business and finance module.
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