Previous events
All previous events
Live Webinar - Advising on Tax Advantaged products: EIS, VCT and Business Relief - post 2021 Budget
Live webinar - hosted by Karen Sullivan of Puma Investments During the session we will lead into some key planning opportunities for financial professionals helping their clients build investment portfolios beyond pensions. The case studies included will give a snapshot of what can be explored when considering efficient tax planning suitable to meet clients’ objectives – utilising Enterprise Investment Schemes, Venture Capital Trusts and Business Relief qualifying investments.
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CPD Webinar - Leading Change: Bringing Your People with You
85% of executives cite change as critical to business success in these disruptive times. Yet all too often it is seen as a threat. If change is so important, why are people afraid of it? What is stopping them adopting an innovative and growth mindset? This webinar will look at how to utilise the power of incremental and corroborative change.
View event detailsLive Webinar - Business Protection Workshop
Live webinar - hosted by Robert Betts and Stuart Halliwell of Legal & General The session will provide an update on the fundamentals of Business Protection Insurance, n.b. places on this session are strictly limited. **Event fully booked - further event on 17th June 2021**
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CPD Webinar - Mindset and the Neuroscience of Leadership
Gain insight and renewed motivation to act. This webinar will explore the factors that operate at a subconscious level and determine our performance without us even realising.
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CPD Workshop - Cognitive Bias, Inclusion and Diversity
A bat and ball cost £1.10. The ball costs £1 more than the bat. How much does the bat cost? Would you like to find out more about how cognitive bias, inclusion and diversity affect us?
View event detailsLive Webinar - Relevant Life Plan & Executive Income Protection
Live webinar - hosted by Robert Betts of Legal & General The session is designed to give insight into the how Relevant Life products work, their tax position and how these could fit within an holistic advice process.
View event detailsLive Webinar - Initiating the ESG Conversation
Live webinar - hosted by Technical Director David Lane and Head of Sustainable Investing Phoebe Stone, both of LGT Vestra
View event detailsCPD Webinar - How Liability can Arise in Tort
This webinar will explore how the law of tort applies to the insurance covers being sold and how the customers could be sued in each one of these torts,
View event detailsLive Webinar - Review of Investment Markets, Outlook & Q&A
Live webinar - hosted by John Wyn-Evans of Investec Wealth & Investment In this presentation John Wyn-Evans will highlight recent performance of markets during 2021 and provide a view of future direction. Questions are invited ahead of the session. Wayne Harding of IW&I will also provide a brief service update
View event detailsLive Webinar - All you need to know about the Trust Registration Service and 5MLD
Live webinar - hosted by Anne Slater-Brooks of Triplepoint Consulting and Kevin Raferty of QB Partners In this presentation Anne Slater-Brooks will outline the key points of the Trust Registration Service and the obligations of trustees following the implementation of the 5th Money Laundering Directive (5MLD) through case studies and real-world examples Kevin Raferty will identify the planning and advice opportunities created by 5MLD and the Trust Registration Service.
View event detailsCPD Webinar - Sales Process, Planning and Pipeline Management
This webinar will provide an overview of the core sales process, its importance and the key activities at each stage. We will look at the advantages of establishing, documenting, and understanding your Ideal Client Profile (ICP), the multi-factorial approaching in creating your own ICP, the ongoing qualifications of prospects against ICP, sales plans and its core components planning for success, the pipeline management and the use of CRM.
View event detailsLive Webinar - Pre- and Post-Budget Bond Top-Slicing plus 2021 Budget update
Live webinar - hosted by Cathy Russell of Canada Life Identifying and providing practical examples of the differences in top-slicing methodology following recent budget changes. Update on any changes following the 2021 Budget
View event detailsLive Webinar - Transaction Costs Explained - How Charges Impact Your Client Conversation
Live webinar - hosted by Graham Findlay of BMO In this presentation Graham Findlay outline the post MiFIDII calculation methodology required to identify the total cost of ownership of an asset structure. Graham will work through case studies to highlight the benefits of a thorough analysis of ownership costs.
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Stand-Up to Domestic and Economic Abuse
The CII is marking International Women’s Day on 8th March by presenting a webinar hosted by Dame Inga Beale on the role the insurance sector can take in Standing up to Domestic and Economic Abuse.
View event detailsWebinar - Investment Pathways (FCA PS 19/21) Playback and Live Q&A
Webinar - Presented by Roddy Munro of Old Mutual Wealth Roddy provides a presentation identifying how the introduction of FCA PS 19/21 Investment Pathways on 1st February 2021 will impact financial advisers and their clients who are at or approaching retirement age. John Corbyn of OMW will be online during and afterwards to answer your questions about the practicalities of Investment Pathways.
View event detailsAnnual General Meeting 2021
This is your opportunity to make your voice heard and help to shape your institute. Please make every effort to attend this important meeting. Nominations to join Council are invited! The President's AGM Letter and Nomination to Council Form are available on the details page.
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AF5 (Financial Planning Process) Online Training - March 2021 Exam
AF5 (Financial Planning Process) Zoom-based online exam training Training day 9.30am-4.30pm Monday 22nd February 2021, ahead of 2nd March 2021 exam date. Course limited to 8 attendees.
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CPD Webinar - An Overview of Commercial Package Insurance
The webinar will be suitable for anyone working with commercial package insurance be they brokers, underwriters or claims staff. This is also applicable for all those studying IF3 or IF8.
View event detailsCPD Webinar - Brexit - The Multiple Implications Across Insurance Classes
This webinar will look at the multiple implications of Brexit across insurance classes such as Business Interruption, Business Travel and Motor Insurance.
View event detailsLive Webinar - Pre- and Post-Budget Bond Top-Slicing Workshop
Live webinar - hosted by Cathy Russell of Canada Life Workshop identifying and providing practical examples of the differences in top-slicing methodology following recent budget changes.
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