Previous events
All previous events
Why are bitcoins so attractive – Understanding the risk and reward equation
NEXT GEN MEMBER FINANCIAL AWARENESS CPD PROGRAMME Sept/Oct 2022 CPD Session 5 Sometimes there are investment opportunities that look too good to miss, however every investment carries a level of risk. During this presentation we will provide an overview of risk and reward, when it maybe appropriate to take risk and when it is not.
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An Overview to the Building Safety Act 2022
This event will take place on Microsoft Teams.
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Guided Mindfulness Practice (week two)
Join us for the second in a four-week series of weekly live Guided Mindfulness Practices.
View event detailsCelebrating our Differences
Do we stop to consider what it is like to be us, and recognise how we can celebrate the difference in all of us? Learn how we can become self-aware of our own behaviours and enrich our perspectives and views of others. In this interactive and engaging session, Joanne Lockwood speaks about what you can do right now to step up and step in to celebrating the differences in all of us and the strength it brings.
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Planning for your retirement – Understanding pensions
NEXT GEN MEMBER FINANCIAL AWARENESS CPD PROGRAMME Sept/Oct 2022 CPD Session 4 In this session we will look at the specific benefits and tax advantages of pensions, how payments to these can affect and potentially improve your income. We will also try and give you an idea of what you should be aiming for when you do eventually decide to stop working
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RO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 4th October 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.
View event detailsGuided Mindfulness Practice (week one)
Join us for the first in a four-week series of weekly live Guided Mindfulness Practices.
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RO5 Financial Protection - Thursday 29th September 2022 - THIS EVENT HAS BEEN CANCELLED
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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RO2 (Investment Principles and Risk) Pre Exam Training, Thursday 29th September 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.
View event detailsPlanning for the future – Understanding the value of regular savings
NEXT GEN MEMBER FINANCIAL AWARENESS CPD PROGRAMME September 2022 CPD Session 3 In this session we will cover the power of compound interest and growth, demonstrate how this differs from straight line interest and why it is valuable when saving over the medium to long term. We will also review some of the saving options open to you.
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RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 28th September 2022 - THIS EVENT HAS BEEN CANCELLED
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.
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RO3 (Personal Taxation) Pre Exam Training, Monday 26th September 2022 - CANCELLED
This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.
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Chair Yoga
Join us for a yoga session, specifically designed to combat the strain and tension from working at your home or office workstation.
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When is a good rate not a good rate – Understanding short term lending and mortgages
NEXT GEN FINANCIAL AWARENESS CPD PROGRAMME SEPT/OCT 2022 Session 2 In this session we will explain the differences between a secured and unsecured loan and the new types of finance agreements you may come across when making on-line purchases.
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Quantum & Delay: Scope, cost, methodology and duration of building repairs
The scope and methodology of building repairs directly impacts the cost and duration of any repair. This webinar will look at how we assess these, as well as provide some case examples.
View event detailsRO6 (Financial Planning Practice) Pre Exam Training, Tuesday 20th September 2022 - 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 September 2022 sitting. The session is recorded and a copy is sent out to all delegates.
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FCA Consumer Duty and GI Update
The FCA want to see a higher level of consumer protection in retail financial markets, where firms compete vigorously in the interests of consumers and they wish to drive a healthy and successful financial services system in which firms can thrive and consumers can make informed choices about financial products and services. They consider that firms are not consistently and sufficiently prioritising good consumer outcomes and this causes consumer harm and erodes consumer trust. With final rules published on 27 July 2022 this talk will update you as to what now will be needed.
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M05 Insurance law – Introduction /Revision Day
We are pleased to welcome back Rod Smith, who before the pandemic delivered some successful Advanced Business Interruption workshops for us. He is back with a face to face M05 workshop in September! This one-day workshop for up to 12 delegates is ideal for anyone taking this compulsory CII Diploma subject by mixed assessment and multiple-choice exam, or for anyone who wants to refresh their knowledge of insurance law generally. The course is open to both starters and more advanced students.
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Qualification pathway to ACII
Fast track your future. This session is intended for anyone currently studying a CII general insurance qualification at any level up to ACII. The focus of the content will be on what comes next after the CERT, with particular emphasis on coursework.
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AF5 (Financial Planning Process) Pre-Exam Training, Monday 5th September 2022 - online distance learning event
To review the factfind issued by the CII on August 26th, in preparation for the AF5 exam on 13th September 2022. This session is recorded and a copy is sent out to all delegates.
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