Previous events
All previous events
AF1- Personal Tax and Trust Planning Revision Day- 27/08/2021
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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Webinar - Social Selling and Virtual Networking
Amongst other things, this seminar will cover the importance of networking and some best practice tips.
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Webinar - Remote Teams - building performance and wellbeing
Amongst other things, this session will outline the pros and cons of remote working on performance and wellbeing.
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Webinar - Sales and client retention in the new normal
Amongst other things, this session will cover: * Recap Trusted adviser status and a consultative approach * The ‘client apathy cycle’ and ‘the age of the customer’ * Exceptions to the ‘client apathy cycle’ – and the presence of these situations in the current environment
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Webinar - FCA Business Interruption Insurance Test Case - FOS decisions
The one-hour webinar is again comprehensive and interactive and will focus on a number of various decisions made on complaints referred to the FOS following claims that have been turned down by insurers with the FOS considering the judgment of the Supreme Court in its decisions.
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Webinar - 7 Top Tips on How to be a More Effective and more Efficient Learner When Studying for Professional Qualifications
This practical and interactive webinar is perfect for candidates studying towards professional qualifications with either an exam or coursework element.
View event detailsWebinar - The negative Ogden rate
The negative Ogden rate - Why existing limits of indemnity on EL/PL and Products can no longer remain the same. Brokers/Insurance company staff if you do not understand the long-term implications of a negative Ogden in the marketplace then you will be failing your clients – this presentation will help you understand why Parliament’s decision to create and stick with a negative Ogden rate has an impact on ALL major liability injury claims. Even the traditional EL limit of £10m is now looking too small let alone PL limits of £2m.
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Webinar - Brexit - the multiple insurance implications across insurance classes
Amongst other things, this webinar will look at the main issues of dealing with Clients that have assets/liabilities within EU member states.
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Webinar - Personal Effectiveness in a hard market
Amongst other things, this webinar will help the attendee to gain a grasp of the key pre-requisites to delivering effective hard market trading strategies – client intimacy, moving the conversation away from price.
View event detailsWebinar - Broker Trading Skills in a hard market
Amongst other things, this webinar will help the attendee to gain a grasp of the following: Overview challenges to brokers and clients in a hard market Understanding the client position Controlling client dialogue and expectations
View event detailsR02- Investment Principles and Risk Revision Day- 09/07/2021
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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Webinar - Public Liability: where are we heading? A review of recent case law
Recent case law in the area of public liability has revealed some trends in the way that the courts are dealing with liability issues.
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Webinar - Ecopsychology: the impact of your surroundings on well-being and productivity
Ecopsychology is the growing science of the impact our immediate surroundings have on our mental well-being and in turn our productivity.
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Practical Soft Skills Workshop- Masterclass 30/06/2021
This one-day course focuses on the tiny details that make the difference between good client relationships and great client relationships. During the day you will learn what your communication style says about you and how you can adapt the way that you communicate to instantly build rapport with those around you.
View event detailsPractical Soft Skills Workshop- New Starters 29/06/2021
This one-day course focuses on building great client relationships. You will learn techniques to build trust and move fluently through the meeting agenda, whilst maintaining focus on the client’s needs. You will learn the six key questions that achieve a real understanding of the client’s objectives, enable you to recommend solutions based on real understanding and produce a compliant file.
View event detailsR06 - Financial Planning Practice Revision Day- 25/06/2021
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 July 2021 exam.
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Cert CII Fast Track Remote Learning Programme
The Insurance Institute of York, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 11 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.
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Webinar: Directors and Officers insurance overview
The webinar will briefly explain the history of D&O and how the D&O marketplace is changing dramatically due to the economy.
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Webinar - Communicating with Vulnerable Customers
This training session corrects this common mistake by providing key skills necessary to ensure that you are able to communicate clearly and effectively with vulnerable customers.
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Summer Golf Meet up
The places will be allocated on a first-come basis and it is restricted to members of our golfing society on this occasion. (Although if take up is low then guests will be included) The cost is £30 per person. If you wish to eat before or afterwards please make your own arrangements
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