Previous events
All previous events
Webinar - Understanding and Addressing buying influences
Amongst other things, this seminar will look at types of buyers and their roles in the decision-making process.
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Webinar - Negotiating and influencing - a sustainable model
Amongst other things, this session will look at building rapport – the importance of rapport in mutual influence, and how to achieve it at the different ‘neurological’ levels. The importance of rapport in negotiation.
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R04 Pensions and Retirement Planning Revision Day- 05/11/2021
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 - Sales, processes, planning and pipeline management
Amongst other things, this seminar will cover an overview of the core sales process, its importance, and the key activities at each stage.
View event detailsWebinar - Understanding Household Claims Handling
The webinar explores the importance of early notification of claim by the policyholder, what information a Personal Lines claims handler will typically seek and when they will use an outsourcer. The presentation will also explore the insurers obligations under the Enterprise Act 2016 and why they must settle promptly and finally we will explore when a policyholder can approach the FOS over a claim.
View event detailsWebinar - Household insurance– endorsements, conditions, warranties and policy wordings and the importance of getting it right
This webinar takes a plain English view of how the law and the Financial Ombudsman Service interpret endorsements, conditions, warranties and policy wordings and why it is so important to get this right.
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Diploma in Insurance Online Training Programme
The Insurance Institutes of the North East, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 14 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.
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Webinar - Consultative Sales skills
Amongst other things, this session will cover the WHY of consultative sales - moving away from purely price and vendor status etc. Becoming a trusted adviser, avoiding objections and the natural close.
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Webinar - Impactful online meetings
Amongst other things this seminar will cover an overview of the limitations of virtual meetings – compared to in-person meetings.
View event detailsR03- Personal Taxation Revision Day- 05/10/2021
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.
View event detailsVirtual Event - Nottingham Institute InsurED & Financial Planning Day 2021
Nottingham Institute is running its InsurED event again this year and, as it is to be a virtual event (for the first time ever), we are offering all CII and PFS members the opportunity to book a place. We are however expecting that it will book up quickly!
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AF5 - Financial Planning Process Revision Day- 23/09/2021
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 October 2021 exam.
View event detailsWebinar - Building rapport in the virtual world
Amongst other things, this seminar will look at Rapport building: - Why? Key skill in building trust and mutual influencing - How? Pacing and leading, matching and mirroring. - The ‘neurological levels’ of rapport – pacing and leading at each level.
View event detailsAF4 Investment Planning Revision Day- 17/09/2021
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 - Adapting communication for the Virtual World
Amongst other things, this session will cover Mehrabian’s Law – 3 elements to interpreting communication from others. Body language is the most important - lost in a virtual world.
View event detailsVirtual Conference: 'Sharing is caring - Defending the digital frontier'
The annual North East Institutes conference is back, with another topical scenario-based session: A staff member working from home due to Covid lockdown restrictions breaches employer's instructions resulting in malware infecting the company system. What are the many implications...?
View event detailsR06 - Financial Planning Practice Revision Day- 13/09/2021
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 September 2021 exam.
View event detailsWebinar - The problems of under insurance in Household insurance products
This webinar examines the challenge of making sure personal lines policyholders avoid under insurance. Where the insured has to provide a building sum insured, only 10% of policyholders in the UK get this correct, we can therefore see there is a major issue of under insurance.
View event detailsAF7- Pension Transfer 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.
View event detailsAF1- 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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