Forthcoming events
This month
Emerging Risks
This session on Emerging Risks looks at some of the issues that are changing the insurance industry – in terms of ways of working, and new insurance solutions being developed.
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CPD Webinar: SURE: A new technique to ensure clients have understood your advice
We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! Recent FCA guidance papers on vulnerable customers and the new consumer duty have emphasised the obligation to take steps to ensure the customer has understood our advice and recommendations and anyway, it is just good practice! That is why, in this session, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching. Concept checking is designed to determine, with as much certainty as possible, that the client has understood the advice. Easy to apply to day-to-day interactions with clients, the SURE technique will help avoid misunderstandings now and in the future.
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Summer Golf Meet - Bedlingtonshire Golf Club 12/07/2024
The Insurance Institute of Newcastle upon Tyne Golfing Society will be running the Summer Meeting to be held at Bedlingtonshire Golf Club on Friday 12th July 2024. The first tee is booked for 11:56. Places will be on a first come basis and is open to Insurance Institute members in the first instance. The cost will be £39.50 per person (Green Fee + bacon sandwich & coffee on arrival and £5 into the Sweep).
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AF1 Personal Tax and Trust Planning Revision Day- 23/08/2024
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
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In Person CPD Event: Building rapport in a hybrid world
Building Rapport is critical in business. It’s your tool for nurturing strong relationships whilst sharpening your capacity to influence others. Whether we are working with prospects, existing clients, the insurance market, co-workers, or other stakeholders it is essential that we can quickly establish [and reestablish] rapport. Rapport also plays a role in building a wider relationship of trust.
View event detailsAF5 - Financial Planning Process Revision Day- 09/09/2024
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the September 2024 exam.
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Sales Innovation for Financial Planners- 10/09/2024
This one-day training programme is designed to equip financial planners with cutting-edge sales techniques that complement their marketing activity to help them stand out in a competitive market. The training will cover a range of innovative strategies, from leveraging virtual events to implementing client referral programs and consultative selling approaches.
View event detailsBeyond AI – Creating a world class client experience- 11/09/2024
The integration of artificial intelligence presents both opportunities and challenges. This training day is designed to equip financial advisers with the skills and knowledge necessary to enhance their client experience, ensuring they remain competitive and relevant. The program will cover the fundamentals of AI, its impact on client interactions, and strategies to leverage AI while maintaining a human touch. Through a combination of theoretical insights and practical exercises, participants will learn how to create a superior client experience that integrates the best of both human and AI capabilities.
View event detailsAF4 Investment Planning Revision Day- 16/09/2024
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
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CPD Webinar: Advanced Marine Cargo Insurance
If you participated in our previous Introduction and Intermediate sessions earlier in the year by now your confidence and knowledge of marine cargo insurance should mean there are no sleepless nights but every now and then there is the nightmare … We conclude this series by examining and exploring areas of marine cargo insurance that are often overlooked as they might not be relevant to our day to day role. However, it’s always useful to expand knowledge and ‘see the bigger picture’. This session will look at Letters of Credit, the claims process and international legislation as well as other issues that can arise from time to time when dealing with cargo insurance.
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R06 - Financial Planning Practice Revision Day- 19/09/2024
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the October 2024 exam.
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