Previous events
All previous events
Practical Soft Skills & Communication Workshop- 15/09/2022
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.
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R06 - Financial Planning Practice Revision Day- 15/09/2022
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 2022 exam.
View event detailsAF4 Investment Planning Revision Day- 13/09/2022
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 detailsFCA Consumer Duty and Product Governance update for GI
This General Insurance focused session will also include an update on Product Value Assessments that have to be completed by 30 September (note the FCA have criticised insurers for their lack of progress with this) and have given brokers an extension of 90 days so as to prevent customer harm. Both brokers and insurers have an important role to play and this session will ensure you understand what it is you have to do.
View event detailsBI covid claims – where are we now?
This webinar will provide an update post the Supreme Court Appeal judgment of 15 January 2021 and will focus on a number of various decisions made on complaints referred to the FOS, insurer statistics on claims payments, courts cases including: Corbin & King v AXA (which they have decided not to appeal), Stonegate pub chain action, Greggs and several others.
View event detailsAF5 - Financial Planning Process Revision Day- 06/09/2022
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 2022 exam.
View event detailsAF7 Pension Transfers Revision Day- 31/08/2022
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- 18/08/2022
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 - Discovery Driven Planning how to plan for and create genuine change and innovation in uncertain times
This session will introduce you to discovery-driven planning and how it can be applied in the context of insurance and financial services.
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Webinar - For Better or For Worse
This is a must for anyone with an interest in the historical development of the insurance industry and how it adapts to judicial decisions.
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Webinar - Forget Influence. Create Curiosity
This webinar will show you how to forget influence and create curiosity for better relationships and more success in business and indeed your personal lives.
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Webinar - Human v Automated Decision-Making have we gone too far in insurance and financial services?
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.
View event detailsR06 - Financial Planning Practice Revision Day- 30/06/2022
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 2022 exam.
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Summer Golf Meet - Brancepeth Castle Golf Club
Brancepeth Castle Golf Club. There will be the usual coffee and bacon roll before we start and a one course meal following the 18 holes. The cost including £2 sweep is £37.00 a head.
View event detailsPractical Soft Skills & Communication Workshop- 22/06/2022
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.
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Webinar - Diversity in Communication
This webinar will teach key communication strategies to ensure that, whether it be internal or external communications, you communicate with a wider and more diverse audience and avoid miscommunication or misunderstanding with people who are different to you.
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Webinar - Communicating with Vulnerable Customers
It is critical that everyone working in insurance and financial services understands the definition of a vulnerable customer, how to identify a vulnerable customer and what the laws and regulations say.
View event detailsWebinar - The power of the mindset
This empowering session draws on research in the fields of psychology, performance, and neuroscience. It looks at what really drives excellence and how our talent is not a gift we are born with, but something that is developed through opportunity, commitment, and ‘deep’ practice.
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Webinar - How to get faster responses without chasing
This practical session will share some phrases, frameworks and tools that have seen hard-to-get-hold-of clients reply the next day.
View event detailsAF4 Investment Planning Revision Day- 11/05/2022
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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