Previous events

All previous events

Managing Conflict

  • Fri 12 Nov 1:00 pm – 2:00 pm
  • Online
    • Michael Quigley, Kataholos

This session is designed for all employees, particularly those with customer service and customer care facing roles, and will cover techniques and approaches to manage conflict.

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M92 Revision Course - Business & Finance in Insurance

  • Tue 02 Nov 1:00 pm – 4:00 pm
  • Online
    • 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.

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MO5 Revision Course: Insurance Law

  • Tue 02 Nov 9:30 am – 12:30 pm
    • Alan Chandler

This MO5 remote course is limited to 20 members and will be delivered over 2 three hour revision sessions which will cover all the main aspects of the CII diploma subject MO5 insurance law module.

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How to Identify Potential Recoveries & Not Miss an Opportunity - a Legal Perspective

  • Fri 29 Oct 1:00 pm – 2:00 pm
  • Online
    • Claire Collings, BDB Pitmans
    • Jacqueline Dickinson, BDB Pitmans

Whilst working within a busy insurance industry it is all too easy for a recovery to be missed, evidence disposed of and the opportunity to recover money for insurers to be lost. This webinar will explain the legal bases required in order to pursue a successful claim and what you need to look out for in order to identify whether there is a potential recovery.

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Women’s Forum: Don’t be a passenger in your own career, take the driving seat

  • Thu 21 Oct 12:30 pm – 1:30 pm
  • Online
    • Sandra Lewin

Do you pay attention to the opportunities around you? Do you ever feel discouraged to take a risk? Are you unsure of your career and what to do next? Do you seek change? Join Sandra Llewin for this insightful webinar to learn more about yourself and how to take the lead in your career.

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Cyber Security and Counter Fraud Controls

  • Tue 05 Oct 1:00 pm – 2:00 pm
  • Online
    • Craig Wooldridge, IASME
    • Chris Pinder, IASME
    • Robert Brooker, PKF GM

This webinar is aimed at SMEs within the financial services and insurance sectors looking to improve their own cyber security and counter fraud controls. It will also be of interest to individuals that manage cyber security policies and claims on behalf of their customers and clients.

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AF4 Investment Planning Revision October 2021

  • Tue 05 Oct 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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The Uber test case

  • Tue 28 Sep 11:00 am – 12:00 pm
  • Online
    • Jeff Heasman, Insurance Upskill

This webinar will analyse the Uber test case and its implications for future underwriting considerations.

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FCA Pricing Practices: Product Governance and Auto Renewals

  • Thu 23 Sep 10:00 am – 11:30 am
  • Online
    • Jill Hambley, Insurance Compliance Services

Following member feedback, we are delighted to welcome back Jill Hambley, Insurance Compliance Services to provide two further updates on the FCA's Pricing Practices. This session will focus on the pricing requirements, but also concentrate on Product Governance, the changes taking effect from 1st October 2021 and what this means for manufacturers and distributors.

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AF5 Financial Planning Process September 2021

  • Wed 22 Sep 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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AF1 Personal Tax and Trust Planning Revision September 2021

  • Tue 21 Sep 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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FCA Pricing Practices: Pricing & Reporting

  • Thu 16 Sep 10:00 am – 11:30 am
  • Online
    • Jill Hambley, Insurance Compliance Services

Following member feedback, we are delighted to welcome back Jill Hambley, Insurance Compliance Services to provide two further updates on the FCA's Pricing Practices. This session will focus on the Pricing Rules and associated reporting requirements, which are due to come into force from 1st January 2022.

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AF4 Investment Planning Remote Study Course Q3 2021

  • Thu 16 Sep. 9:30 am
  • ZOOM WEBINAR
    • John Trayner
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IF1 Revision Course - Insurance Legal and Regulatory

  • Thu 16 Sep 9:30 am – 12:30 pm
  • Online
    • Alison Cooper, Act One Training

This interactive training course, delivered in two sessions, will provide an opportunity for participants to build their insurance knowledge and practice multiple choice questions. THIS COURSE IS FULLY BOOKED, PLEASE CONTACT julie.hicks@cii.co.uk if you wish to be added to a reserve list.

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R06 Financial Planning Practice September 2021

  • Thu 09 Sep 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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Getting over your live video fear so that you can thrive on camera

  • Wed 08 Sep 1:00 pm – 2:00 pm
  • Online
    • Christina Robinson, Green Umbrella Marketing

There’s no denying it, live video is not going anywhere soon - It’s here to stay! If you’ve struggled to show up consistently on video from a marketing perspective, you are not alone and Live video, in particular, can be awkward, scary, and at times, a technical pain! In this strategy-packed session, you’ll discover tips and techniques to embrace video with a more personal, casual approach, while creating a stress-free, seamless experience that attracts your perfect audience.

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AF7 Pension Transfers September 2021

  • Wed 08 Sep 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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JO2 Trusts September 2021

  • Tue 07 Sep 9:00 am – 5:00 pm
  • ZOOM WEBINAR
    • John Trayner
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From self-awareness to success - gain your own personalised insights

  • Tue 17 Aug – Thu 30 Sep
    • Lizzy Modi, Discover Beyond Ltd
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Details 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.