Forthcoming events

This month

Soft Skills Event One Hour Seminars, Session Three - Wednesday 22nd January 2025

  • Wed 22 Jan 10:00 am – 11:00 am
  • Online

Through its interactive and engaging instructor-led sessions, the Soft Skills Three 1 hour sessions will help experienced and newer members brush up on or learn specialist soft skills. The sessions are recorded and a copy is sent out to all delegates afterwards.

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CPD Webinar: READING, UNDERSTANDING AND APPLYING LAWS

  • Wed 22 Jan 12:00 pm – 1:00 pm
    • Jeff Heasman, Insurance Upskill

The study and practice of law is often considered difficult because of the sheer volume of information that needs to be read, understood and applied, whether in a case study for a professional exam or as part of providing advice to a client.

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CPD Webinar: The changing Ogden rate and how it will reduce liability premiums

  • Thu 30 Jan 10:00 am – 11:00 am
    • Alan Chandler, Alan Chandler Insurance Training and Consultancy

How liability rates will significantly fall from January 2025 due to the recent Ogden rate reduction? The Ogden rate is used by courts to increase or decrease large personal injury liability claims. It was one of the main reasons why the market went so hard in recent years when the rate started loading liability settlements, and it will be one of the man reasons why we will now go into a softer market due to the fact it will start discounting liability settlements from 10 January 2025. This presentation will be delivered by Alan Chandler, Chartered Insurer, and he will explain what the Ogden rate is and how it affects liability settlements

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All forthcoming events

AF5 (Financial Planning Practice) Pre Exam Training, Wednesday 5th February 2025 - online distance learning event

  • Wed 05 Feb 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the AF5 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the fact find that will be examined in the February 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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AF4 (Investment Planning) Pre Exam Training, Thursday 6th & Friday 7th February 2025 - online distance learning event

  • Thu 06 Feb – Fri 07 Feb

Through its interactive and engaging instructor-led sessions, the two AF4 preparation days aims to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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Memorabilia: Passing Phase or Appreciating Asset?

  • Thu 06 Feb 11:45 am – 1:00 pm
    • Rachel Doerr, Doerr Dallas

Collecting things is something humans have always done – from interesting pebbles to glamorous diamonds! It’s a natural urge that many of us experience. Collecting memorabilia has become very fashionable, and can be very lucrative. But what is valuable, and what advice and guidance should a client be offered?

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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Tuesday 11th & Wednesday 12th February 2025 - online distance learning event

  • Tue 11 Feb – Wed 12 Feb

Through its interactive and engaging instructor-led sessions, the two AF1 preparation days aim to increase your chances of passing the exam. The course is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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An Overview of Insurance Law

  • Wed 12 Feb 12:00 pm – 2:00 pm
    • Jeff Heasman, Insurance Upskill

In this webinar we will undertake a comprehensive overview of the key aspects of insurance law.

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JO2 (Trusts) Pre Exam Training, Friday 14th February 2025 - online distance learning event

  • Fri 14 Feb 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the JO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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CPD Webinar: Contractors Insurance Masterclass - Introduction

  • Tue 18 Feb 1:05 pm – 2:05 pm
    • Alan Tickner FCII, FIRM, Nick Thomas Associates

This is the first of our 3 Masterclass sessions on Contractors Insurance. 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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RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 26th Feb 2025 - online distance learning event

  • Wed 26 Feb 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the RO1 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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AF7 (Pension Transfers) Pre Exam Training, Thursday 27th February 2025 - online distance learning event

  • Thu 27 Feb 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the AF7 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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JO5 (Pension Income Options) Pre Exam Training, Monday 3rd March 2025 - online distance learning event

  • Mon 03 Mar 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the JO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 5th March 2025 - online distance learning event

  • Wed 05 Mar 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the RO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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RO3 (Personal Taxation) Pre Exam Training, Wednesday 12th March 2025 - online distance learning event

  • Wed 12 Mar 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the RO3 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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CPD Webinar: Farm Essentials

  • Wed 12 Mar 12:00 pm – 1:00 pm
    • Jane Carr, Zing 365

The farming and agriculture industry has quite a unique requirement when it comes to insurance. There is material damage, livestock, farming equipment, various degrees of liability, environmental facts, the list goes on! The purpose of this course is to get an understanding of the risks associated with this industry, and how insurance policies provide the cover.

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Group Think: what is it and why is it so high on the FCA´s agenda?

  • Wed 12 Mar 12:30 pm – 1:30 pm
    • Jeff Heasman, Insurance Upskill

In their consultation relating to diversity and inclusion, the FCA highlighted “group think” as an issue to be addressed in the industry. Their aim is to see better decision-making, risk management and more effective change.

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CPD Webinar: Contractors Insurance Masterclass - Intermediate

  • Tue 18 Mar 12:00 pm – 1:00 pm
    • Alan Tickner FCII, FIRM, Nick Thomas Associates

This is the second part of 3 in our Masterclass sessions on Contractors Insurance. This session examines how the standard Joint Contracts Tribunal contract has influenced the Contractors' insurance product, where and to whom the building contract imposes responsibility for insurance and the main classes affected

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RO4 (Pensions and Retirement Planning) Pre Exam Training, Wednesday 19th March 2025 - online distance learning event

  • Wed 19 Mar 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the RO4 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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RO5 (Financial Protection) Pre Exam Training, Wednesday 26th March 2025 - online distance learning event

  • Wed 26 Mar 9:30 am – 4:30 pm
  • Online

Through its interactive and engaging instructor-led sessions, the RO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.

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