Previous events
All previous events
AF1 (Personal Tax & Trust Planning) Pre Exam Training, Monday 30th & Tuesday 31st January 2023 - online distance learning event
2 day course covering the AF1 syllabus and exam. All sessions are recorded and sent out to all the delegates.
View event detailsInflation and Insurance Considerations
The session on inflation considers what affect increasing inflation has on business insurance – what clauses and cover issues brokers and insurers need to consider for various classes of cover.
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Hawkins Webinar - Over-Fired Air (OFA) in Industrial Boilers
Paul will discuss how pollution control technology can cause a loss of steam and/or power generation.
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RO6 (Financial Planning Practice) Pre Exam Training, Wednesday 18th January 2023 - online distance learning event
The RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the January 2023 sitting. The session is recorded and a copy is sent out to all delegates.
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BI Covid Claims Update-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, Stonegate pubs, Greggs and Various Eateries (judgments handed down on 17 October 2022).
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Sustainability Webinar
We welcome all members and guest to attend this afternoon webinar via Zoom. We have a fantastic line-up of speakers and we hope that you can join us.
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Festive Pilates
Join us for the final wellbeing session of 2022 – a fun, festive and stress-reducing Pilates class in association with Well With Samantha.
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Escapes of Water
This webinar will cover common causes of escapes of water and how Regulations, Standards and Manufacturer’s guidance can be used to achieve a recovery.
View event detailsChristmas Special - What Wine can teach us about being a great communicator
We are pleased to welcome Jeff Heasman back with a Christmas Special version of his seminar! The characteristics of a good wine can teach us a lot about the characteristics of a good communicator. Each wine is unique in its character and so too is each person. However, there are common ingredients and methods that go in to producing the finished article, whether it be a good wine or a good communicator. Through tasting five different Spanish wines, (different wines to those at the June 2022 seminar), each with a unique character, this session will relate these characteristics to the five essential characteristics of a good communicator, from preparation through to the execution of a message
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RO5 Financial Protection - Tuesday 22nd November 2022 - online distance learning event
This course covers the main topics covered in the RO5 syllabus and the exam. The session is recorded and a copy is sent out to all delegates.
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RO4 (Pensions and Retirement Planning) Pre Exam Training, Friday 18th November 2022 - online distance learning event
This course covers the main topics covered in the RO4 syllabus and exam. The session is recorded and a copy is sent out to all delegates.
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Wind induced failures of buildings & Reducing flood risk during remedial works
In this webinar Ian Major will discuss wind induced failures of buildings and structures with some case studies to show how they are investigated. This will be followed by a discussion from Richard Keightley about property flood resilience (‘PFR’): what it is, how it works, and the benefits of ‘building back better’ after a flood.
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RO3 (Personal Taxation) Pre Exam Training, Friday 11th November 2022 - online distance learning event
This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.
View event detailsSURE: 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!! That is why, in this webinar, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.
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RO2 (Investment Principles and Risk) Pre Exam Training, Tuesday 1st November 2022 - online distance learning event
This course covers the main subjects of the RO2 syllabus and exam. The session is recorded and sent out to all delegates.
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Yoga Nidra
Join us for the latest instalment in our wellbeing programme - an early morning Yoga Nidra class in association with Well With Samantha.
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Guided Mindfulness Practice (week four)
Join us for the final instalment of a four-week series of weekly live Guided Mindfulness Practices.
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How to know when you are well off – Understanding your salary slip and the value of employee benefits EVENT REARRANGED for 19th October at 1pm
NEXT GEN MEMBER FINANCIAL AWARENESS CPD PROGRAMME Sept/Oct 2022 CPD Session 1. In this session we will go through an example salary slip, what you should expect to receive and how to work out the difference between gross and net income. We will also cover some of the employee benefits you may be offered as part of an employee contract and how to work out the value of these benefits.
View event detailsRO1 (Financial services, regulation and ethics) Pre Exam Training, Tuesday 18th October 2022 - online distance learning event
This course covers the main subjects of the RO1 syllabus and exam. This session is recorded and a copy is sent out to all delegates.
View event detailsGuided Mindfulness Practice (week three)
Join us for the third in a four-week series of weekly live Guided Mindfulness Practices.
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