Forthcoming events
All forthcoming events
Great Client Questions with - Jackie Lockie CFPTM Chartered FCSI (Financial Planning)
Jacqueline Lockie, Director of Lockie Consultants, shares her 28 years of experience with us. She has trained and visited thousands of financial advice and planning firms over nearly three decades in the profession and has seen the good, bad and everything in between! In this session she shares some of the very best questions that are firm favourites of advisers and planners right around the world.
View event detailsBusiness Interruption Claims Tips & Tricks from a Forensic Accountant
We are pleased to invite you to ‘Business Interruption Claims: Tips and Tricks from a Forensic Accountant’ with Charlotte Ainsworth ACA. Charlotte is a Chartered Accountant working as a Senior Manager with Crawford Forensic Accounting Services in London. Charlotte retrained as an accountant following a career in project management, she handles a wide variety of business interruption claims and specialises in renewable energy losses. This interactive session with real-life examples will share some tips of the trade so you know what to look out for with business interruption claims.
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M92 Revision session
Are you currently studying the M92 Business and finance module and would like some extra revision help? Then look no further! This is a two part revision set of revision sessions that will be taking place online on the following dates: Revision Session 1 - 9.30am-12.30pm 23rd May 2025 Revision Session 2 - 9.30am-12.30pm 5th June 2025 Learners will gain insight into all areas of the M92 syllabus and build confidence to take their exam, using real-life examples to illustrate the many principles covered in the unit. The session is suitable for any learners with a reasonable level of familiarity with the M92 textbook, looking to prepare and revise for the exam. By attending this event, delegates will be able to become more confident across the M92 syllabus. With an interactive blend of revision quizzes, contribution calculation examples and mock exams, Adrian Toomey will provide insight into the key elements of the M92 syllabus, focusing on specific areas for questions and parts of the textbook that learners often struggle with. Learners should come prepared to participate and engage in a relaxed and supportive environment, building confidence with the subject matter to take on the M92 exam in the near future. All attendees will also receive an additional bank of mock exams and revision quizzes, designed by Adrian to support preparation towards the M92 exam. Adrian Toomey runs a specialist insurance training business (Intuition Training), coaching on many different Cert CII, Dip CII and ACII units. He runs training programmes and revision sessions with insurers, brokers, claims specialists and MGAs, from single office firms through to global organisations, supporting hundreds of learners towards successful completion of their CII qualifications. Please note: You are expected to attend both sessions/workshops.
View event detailsM05 Revision session
Are you currently studying the M05 Insurance law module and would like some extra revision help? Then look no further! This is a two part revision set of revision sessions that will be taking place online on the following dates: Revision Session 1 - 9.30am-12.30pm 30th May 2025 Revision Session 2 - 9.30am-12.30pm 9th June 2025 Learners will gain insight into all areas of the M05 syllabus and build confidence to take their exam, using real-life examples to illustrate the many principles covered in the unit. The session is suitable for any learners with a reasonable level of familiarity with the M05 textbook, looking to prepare and revise for the exam. By attending this event, delegates will be able to become more confident across the M05 syllabus. With an interactive blend of revision quizzes, contribution calculation examples and mock exams, Adrian Toomey will provide insight into the key elements of the M05 syllabus, focusing on specific areas for questions and parts of the textbook that learners often struggle with. Learners should come prepared to participate and engage in a relaxed and supportive environment, building confidence with the subject matter to take on the M05 exam in the near future. All attendees will also receive an additional bank of mock exams and revision quizzes, designed by Adrian to support preparation towards the M05 exam. Adrian Toomey runs a specialist insurance training business (Intuition Training), coaching on many different Cert CII, Dip CII and ACII units. He runs training programmes and revision sessions with insurers, brokers, claims specialists and MGAs, from single office firms through to global organisations, supporting hundreds of learners towards successful completion of their CII qualifications. Please note: You are expected to attend both sessions/workshops.
View event detailsAn introduction to the insurance industry - Webinar
This is a 3 hour interactive webinar designed to introduce delegates to the Insurance Industry. The course provides an introductory overview of the principle of risk transfer and looks at the different types of insurance and reinsurance available, the features of insurable risk and the make- up of the Lloyd’s and International Insurance Market. The course will be highly interactive with delegate participation and engagement throughout. This half day course consists of two 90 minute on-line sessions with a 15 minute break. The course is delivered by a COLF qualified Chartered Insurance Broker with over 40 years insurance experience who is a Certified Online Learning Facilitator (COLF).
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Webinar - Networking – a professional approach
We are pleased to invite you to join this webinar presented by Nick Thomas. Nick offers a unique combination of skills in the UK insurance training sector – an industry sales specialist and a widely qualified professional coach and trainer. Nick is an Economics graduate with over 25 years corporate insurance broking experience. He was a highly successful sales producer in the UK broking market before progressing into regional and then national sales leadership roles. As National Development Director at HSBC, Nick was one of only 40 people from a global workforce of 265,000 selected as part of the STARS programme to recognise exceptional performance. He is a highly trained consultative sales specialist, and his experience includes a secondment with a major management consultant to design a best practice sales process.
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