Previous events
All previous events
Human v Automated Decision-Making: have we gone too far?
Based on doctoral research being conducted by Jeff Heasman and other sources of research and industry insights, this thought-provoking webinar will examine both sides of the debate and suggest a way forward to ensure the best possible outcome for the profession and for our clients.
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Insuring Non-Tangible Assets
In the modern business world, many businesses have valuable but non-tangible assets. Purchasing adequate insurance for such assets can be difficult. This session looks at the main types of intangible assets and the current insurance position for these.
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Generative AI Tools: how they are shaping the way advice is given and how customers are responding.
In this webinar, we will explore exactly what generative AI is and isn´t, how it is being used now, how it may be used in the future, and the potential benefits and pitfalls for companies and customers.
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Artificial Intelligence: a diversity and inclusion ticking time-bomb?
In this webinar, we will explore the issues of how AI potentially impacts issues of diversity and inclusion in both our internal and external relationships and what we need to be doing now with this ticking time-bomb!
View event detailsWealth Preservation & Family Law
•Advising clients purchasing properties with unequal contributions to deposits •Issues surrounding the bank of mum and dad assisting with property purchases.
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A plain English overview of reinsurance, including how reinsurance premiums affect the price charged to policyholders.
This webinar will be presented by Alan Chandler, one of the most popular speakers in the UK. Alan will explain why reinsurance is so essential, the different types of reinsurance and how reinsurance can significantly affect policyholder’s premium and cover.
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Coaching Skills for Managers
This interactive session will provide tools and techniques for coaching and put into context how flexing your delivery style can produce different results tailored to the needs of each team member.
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CPD Webinar: An Introduction to Marine Cargo Insurance
Despite marine insurance being one of the oldest classes of business, for many in our profession it is not something they come across on a regular basis. This one-hour webinar provided by Alan Hornby is Part 1 of 3 of the webinar series on Marin Cargo Insurance. This session is aimed at those new to insurance or who want to refresh their knowledge of this important but often overlooked class of business.
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What causes a market cycle and are we heading into a soft market in 2024?
This presentation, delivered by Alan Chandler one of the UK’s most popular presenters, looks at what causes market cycles in the insurance industry and what is likely to occur in 2024.
View event detailsTelephone Skills for Insurance & Financial Services Professionals
The power of talk is important. The power of active listening is equally important. This is impossible to achieve through email and therefore it is crucial to ensure that when using the telephone, appropriate skills are applied, whether you are making the call, or someone else is calling you.
View event detailsGlobal threats facing the insurance industry
What are the global threats facing the insurance industry right now and how are these impacting UK insurers and brokers? This will be an interactive and wide-ranging talk and those attending will be actively encouraged to contribute with their own experiences. We will look at the differences in responses between insurers and brokers with brokers considering business conduct more of a concern than insurers.
View event detailsThe 5 Key Skills of a Future-Proofed Adviser in Insurance and Financial Services
This session will look at the 5 key skills that need to be developed now to ensure that as an adviser in insurance / financial services you are future-proofed for success!
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AF4 Investment Planning Revision Day- 16/02/2024
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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Improving your delegation skills
Being able to delegate tasks to others can be one of the hardest managerial responsibilities. The temptation is just to do it yourself – after all you’re likely to do a much better and quicker job, and it’s going to take more time to explain it to someone else. This session will give you the confidence to let go of tasks without losing control and give you the skills to use delegation as a motivational tool.
View event detailsAF7 Pension Transfers Revision Day- 14/02/2024
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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Questions that transform your client’s mindset- 07/02/2024
In this full day workshop, Adam Owen will show you how to supercharge your questioning and listening skills to build deeper levels of trust with your clients.
View event detailsClient Meeting 2.0: Designing and delivering first class client experiences- 06/02/2024
In this full day workshop, Adam Owen will show you how to embed value into every aspect of your client meetings, creating an experience that accelerates trust.
View event detailsAF5 - Financial Planning Process Revision Day- 01/02/2024
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 February 2024 exam.
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