Forthcoming events
All forthcoming events
RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 7th May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO1 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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How to set correct business interruption sums insured
Wrong advice relating to business interruption (BI) accounts for the second highest cause of professional indemnity claims against brokers. Many BI policies are set up incorrectly throughout the UK and a lot of this results from lack of good clear client advice. It does not help that the term ‘gross profit’ in the insurance world means something different from ‘gross profit’ in the accounting world. The leading case of the Arbory Group demonstrates the courts have no time for brokers that fail to advise correctly around setting correct BI sums insured. This presentation will help broking staff advise correctly on setting gross profit, gross fees/revenue sums insured including how to make an allowance for inflation.
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Hygge Associates event - Mental Health Awareness
With one in four people in England experiencing a mental health issue each year, mental health is a significant concern. How much do you know? Would you be able to spot early warning signs? Would you know how to have a conversation with someone, whether they are a friend or a colleague in the workplace?
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Supporting ADHD in the workplace
The United Kingdom has seen a 20-fold increase in adults being diagnosed with Attention Deficit Hyperactivity Disorder (ADHD). ADHD is recognised under the Equality Act 2010 and workplaces are required to support those with ADHD. This webinar will provide an overview of ADHD, how workplaces can recognise and support those with ADHD and move towards embracing and harnessing a neuro-diverse workforce.
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Pension Transfer Specialists (PTS) Course, Tuesday 20th May 2025
OBJECTIVES • Be up-to-date with current developments in the Defined Benefit/Safeguarded benefit transfer market. • All-round knowledge quiz. • Demonstrate fact-finding, analysis and recommendation skills on two case studies.
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RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 21st May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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RO3 (Personal Taxation) Pre Exam Training, Wednesday 28th May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO3 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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RO4 (Pensions and Retirement Planning) Pre Exam Training, Thursday 29th May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO4 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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Sexual Harassment Regulation Change
Explore what sexual harassment is and the variety of forms it can take. Delve into the applicable law, including the new Worker Protection Act 2023 that came into effect 26th October 2024, creating a statutory “preventative duty” for employers to put in place “reasonable steps” to prevent sexual harassment, and the enhanced protections and support it creates for employees. Look at sexual harassment within financial services, shining a spotlight on the “Sexism in the City” inquiry, and the role the Regulators have to play
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RO5 (Financial Protection) Pre Exam Training, Wednesday 18th June 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
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STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 1 & Day 2, Wednesday June 18th and Thursday June 19th 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 1 & 2 18th & 19th June 2025
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Cyber Insurance: The Challenges of Cyber
This webinar aims to discuss cyber insurance in todays insurance market. We will look at the development and reactions to increasingly complex attacks on different types of businesses and what the insurance market is doing to counter this form of threat, mitigate loss and meet the challenges faced within this insurance class. We will use real life examples of what can go wrong and how a cyber insurance policy can offer both protection and pe
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Memorabilia: passing phase or appreciating asset?
Collecting things is something humans have always done – from interesting pebbles to glamorous diamonds! It’s a natural urge that many of us experience. Collecting memorabilia has become very fashionable and can be very lucrative. But what is valuable, and what advice and guidance should a client be offered? This webinar explores a range of different types of memorabilia, why it is collectable, and offers insight on what clients should be thinking about. This webinar is for anyone with an interest in valuing assets for Private Clients or themselves. It looks at recent examples and shares memorable examples that can be used to help clients understand their risk. There will also be the opportunity to ask questions (anonymously or otherwise).
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Introduction to Claims Handling
This course is designed to give an insight into claims handling and the various parties involved during the claims journey. During the session, we will look at the different ways in which indemnity can be applied, and how Insurers can recover their outlay, along with common reasons for declinatures. We will also look at the regulatory and legislative environment that impacts claims handling.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 3 & Day 4, Tuesday 15th July and Wednesday 16th July 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 3 & 4 15th & 16th July 2025
View event detailsHygge Associates event - Disability Awareness
What comes to mind when you hear the word 'disability'? How would you define it? Do you know what is considered a disability by law and how to create inclusive workspaces free from discrimination and prejudice?
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Insurance Principles
Insurance is based on a number of common law principles that have been followed for hundreds of years. In order to better understand how insurance works it is important to understand these principles and how they underpin insurance as we know it today. There are 7 principles of insurance and during this course we will look at each one, ensuring that we cover the practical application of each of the principles to ensure full understanding. The course is ideally suited to those who are new to insurance and want a better understanding of how the principles of insurance are applied on a day to day basis.
View event detailsSTEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course Day 5 & Day 6, Tuesday 2nd September and Wednesday 3rd September 2025
STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course. Days 5 & 6 2nd & 3rd September 2025
View event detailsHygge Associates event - Menopause Awareness
For years, menopause has been a taboo topic, especially in the workplace. However, it is a natural phase that many women will experience. Three out of four menopausal people will experience symptoms, with one in four having very problematic symptoms. Menopause can potentially impact everyone and should be a topic we all know about.
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Joint Learning and Development (CPD) Conference
Our next annual Joint Learning and Development (CPD) Conference will be taking place at Lingfield Part Resort. It will cover a range of topical issues and will be of interest to anyone involved in general insurance.
View event detailsDetails of all of our planned events are shown above. Please click on the links for further information and online booking.
If you would like information about events being run by other local institutes, please click here to view the CII Events page or visit our neighbouring local institute websites for North Downs and Royal Tunbridge Wells.