Previous events

AF2 (Business Financial Planning) Pre-Exam Training, Tuesday 23rd February 2021 - online distance learning event

• Tue 23 Feb 9:30 am – 4:30 pm

WEBINAR: 7 top tips to be an effective learner

• Mon 22 Feb 1:00 pm – 2:00 pm
• • Jeff Heasman, Insurance Trainer

This practical and interactive webinar is perfect for candidates studying towards professional qualifications with either an exam or coursework element. With often limited, or sometimes no tutor support, it is extremely difficult to balance home, work and study.

AF5 (Financial Planning Process) Pre-Exam Training, Friday 19th February 2021 - online distance learning event

• Fri 19 Feb 9:30 am – 4:30 pm

Soft Skills Seminar Number Three 10am to 11am, Thursday 18th February

• Thu 18 Feb 10:00 am – 11:00 am

R05 Financial Protection - Wednesday 17th February 2021 - online distance learning event

• Wed 17 Feb 9:30 am – 4:30 pm

Soft Skills Seminar Number Two, 10am to 11am, 11th February 2021

• Thu 11 Feb 10:00 am – 11:00 am

JO5 (Pension Income Options) Pre Exam Training, Thursday 11th February 2021 - online distance learning event

• Thu 11 Feb 9:30 am – 4:30 pm

CF6 (Mortgage Advice) Pre Exam Training, Wednesday 10th February 2021 - online distance learning event

• Wed 10 Feb 9:30 am – 4:30 pm

WEBINAR: BI Test Case - Supreme Court Judgment

• Tue 09 Feb 1:00 pm – 2:00 pm
• • Damian Glynn, Sedgwick International UK
  • Toby Rogers, Clyde & Co

This webinar will cover the Supreme Court Judgment on the BI Test Case, with views from Damian Glynn, Sedgwick and Toby Rogers, Clyde & Co.

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 – Friday 5th February 2021 - online distance learning event

• Fri 05 Feb 9:30 am – 4:30 pm

Soft Skills Event, Seminar One 10am to 11am, Thursday 4th February 2021

• Thu 04 Feb 10:00 am – 11:00 am

AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 1 - Thursday 4th February 2021 - online distance learning event

• Thu 04 Feb 9:30 am – 4:30 pm

AF7 (Pension Transfers) Pre-exam Training, Thursday 28th January 2021 - online distance learning event

• Thu 28 Jan 9:30 am – 4:30 pm

WEBINAR: The Generation Game

• Wed 27 Jan 3:00 pm – 4:30 pm
• • Russell Beck, ImagineThinkDo Ltd

The Generation Game' is designed to stretch your imagination and unlock the value of your people. It will cover the challenges and opportunities of managing a multi-generational workforce.

M92 Remote Revision Course - Business and Finance in Insurance

• Mon 25 Jan 1:00 pm – 4:00 pm
• • Alan Chandler, Insurance Trainer

This M92 course is limited to 20 members and will be delivered over 2x three hour revision sessions which will cover all the main aspects of the CII diploma subject M92 business and finance module.

JO2 (Trusts) Pre Exam Training, Monday 25th January 2021 - online distance learning event

• Mon 25 Jan 9:30 am – 4:30 pm

RO6 (Financial Planning Practice) Pre Exam Training, Friday 22nd January 2021 - online distance learning event

• Fri 22 Jan 9:30 am – 4:30 pm

WEBINAR: The Insurance Implications of Brexit

• Mon 18 Jan 3:00 pm – 4:00 pm
• • Alan Chandler

Despite dominating much of the press coverage for many years, due to the occurrence of Covid-19 around the globe Brexit is now getting far less press coverage, and there is a danger the insurance industry could slip into 2021 without fully considering the impact of Brexit.

The Three Wise Insurance Execs: an Insurance Christmas

• Wed 16 Dec 1:00 pm – 2:00 pm

Following on from the popular webinars presented by Jeff Heasman from Insurance Upskill on Communicating with Customers in Difficult and Uncertain Times and The Art of Disagreement, we welcome back Jeff Heasman to provide us with a fun, festive webinar on The Three Wise Insurance Execs: an insurance Christmas story and we invite all members & guests to attend this lunch time webinar.

Understanding the implications of policy exclusions following Covid-19

• Wed 09 Dec 3:00 pm – 4:00 pm
• Webinar

We welcome all members & guests to attend an afternoon webinar, via Zoom. This highly topical and timely webinar is being delivered by Alan Chandler one of the most popular presenters in the UK. We welcome back Alan to provide this further webinar for us.