Events

The President of our Institute, Jenni Wheatley, has the pleasure of inviting you to join us for our annual dinner as we celebrate the last 12 months, and reflect on the successes and challenges of the year.

Understanding clients’ accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives, account handlers and underwriters will need to understand the main terminology. The way accountants record financial information is often different from what insurers need and understanding the difference can help you ensure your clients get their sums insured right. This presentation, provided by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English understanding of what is in a balance sheet, Profit and Loss account and a cash flow statement and how these can be read easily by non-accountants.

BOOK NOW to secure your free place at Lincoln Insurance Institutes half day in person CPD event with refreshments. Covering soft skills for professionals, such as key habits of a trusted advisor, building relationships using NLP.

We need you! To get down to our AGM at The Cardinals Hat Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved. Book your place today.

This three-hour workshop (which will include a break) will aid all those who are taking CII or PFS examinations. It is a generic overview delivered by Alan Chandler, who is one of the most popular insurance presenters in the UK, and who has been both tutor and examiner for many different CII subjects. This interactive course will deal with how to impress the examiner, looking at the different examination terminology and what the examiner expects when they use key phrases. The workshop will explore a range of study techniques to see which ones are most appropriate for you, as well as looking at how to time manage both in respect of revision and the actual exam.