Previous events

This month

AF4 (Investment Planning) Pre-Exam Training, Tuesday 10th May 2022 - Day 2 - online distance learning event

  • Tue 10 May 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the syllabus. All sessions are recorded and sent on to the delegates.

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AF4 (Investment Planning) Pre-Exam Training, Monday 9th May 2022 - Day 1 - online distance learning event

  • Mon 09 May 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the syllabus. All sessions are recorded and sent on to the delegates.

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AF7 (Pension Transfers) Pre-exam Training Wednesday 4th May 2022 - online distance learning event

  • Wed 04 May 9:30 am – 4:30 pm

To prepare for the AF7 exam covering the main aspects of the CII syllabus regarding pension transfers.

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All previous events

AF5 (Financial Planning Process) Pre-Exam Training, Thursday 28th April 2022 - online distance learning event

  • Thu 28 Apr 9:30 am – 4:30 pm

To review the factfind issued by the CII, in preparation for the AF5 exam in May 2022

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Young Professionals: How to Demonstrate and Develop Credibility

  • Thu 21 Apr 1:00 pm – 2:00 pm
  • Online

This webinar, aimed at young professionals, explores the characteristics of credibility and how to use it in an authentic way in business conversations. It also explores the importance of presence and confidence in credibility, even when not speaking. The aim of this webinar is for delegates to identify the knowledge and practical solutions on how to use gravitas and personal impact authentically.

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RO6 (Financial Planning Practice) Pre Exam Training, Thursday 21st April 2022 - online distance learning event

  • Thu 21 Apr 9:30 am – 4:30 pm

This course will cover the case study issued by the CII inpreparation for the RO6 exam on 26th April 2022.

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AGM 2022 & CPD ‘Managing Health and Safety for Smaller, Lower risk and Non-Employer Organisations – An Insurer’s View’

  • Wed 13 Apr 12:30 pm – 2:00 pm
  • Hallmark Carlton

Your Council invites you to attend the 2022 Annual General Meeting of The Insurance Institute of Bournemouth. The presentation will explore how health and safety law applies to Safety for Smaller, Lower risk and Non-Employer Organisations, identifying key considerations and sharing insight to improve claims defensibility.

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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 - Friday 8th April 2022 - online distance learning event

  • Fri 08 Apr 9:30 am – 4:30 pm

Final reminder to register for DAY 2 of the AF1 online distance learning course.

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Creating and Claiming Value in negotiation

  • Wed 06 Apr 1:00 pm – 2:00 pm
  • Online
    • Jeff Heasman, Insurance UpSkill

This masterclass in negotiation focuses on how to create and claim value in a negotiation. A critical skill in a hard market. We will look at how to ensure the negotiation does not become focused around price and premium by discussing how to create value in a negotiation through identifying interests. We will focus on how to identify distributive interests (win-lose), integrative interests (win-win) and common interests. We will then build on this by looking at how you create a strategy for placing a value on these interests for you and your negotiation partner and then how you present proposals in which value is created for all but in a way that you end up claiming the lion's share.

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Legal Update: Overcoming Risks in the New Normal

  • Mon 21 Mar 1:00 pm – 2:00 pm
  • Online
    • Jonathan Edwards, Harrison Clark Rickerbys
    • Adam Finch, Harrison Clark Rickerbys
    • Rachel Roberts, Harrison Clark Rickerbys

Insurance specialists from law firm Harrison Clark Rickerbys, will present on how to overcome organisational risks emerging from the pandemic, and will provide a general insurance legal update. Topics include: • Managing employment risks around the shift to hybrid working • Cyber risks and their financial, operational, and reputational impacts • General update on personal injury claims.

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Property Insurance, premium increases

  • Fri 11 Mar 1:00 pm – 2:00 pm
  • Online
    • Alan Chandler

Given the rebuild cost inflation is so high the already significant worry of property under insurance in the UK is going to get worse. It is estimated that over 80% of policies have incorrect property sums insured and that is before the 2022 cost increases. The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at what clients need to take into when settling Buildings sums insured. Alan will explore why under insurance is so common, the effects of under insurance for the client and why under insurance is an increasing cause of Professional Indemnity claims against brokers.

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March 10th - International Women’s Day - Breaking the Bias

  • Thu 10 Mar 1:00 pm – 2:00 pm

This webinar is arranged and hosted by The Insurance Institute of Bournemouth, working to bring CII and PFS members relevant and engaging learning and support.

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The “purpose of duty” and a major new approach to professional negligence claims from the Supreme Court

  • Thu 03 Mar 1:00 pm – 2:00 pm
  • Online
    • Jeff Heasman, Insurance UpSkill

In 2021 the Supreme Court, consisting of seven justices, handed down judgment in two cases (Manchester Building Society v Grant Thornton UK LLP and Khan v Meadows). These are two major decisions that will have a major impact on anyone who provides professional services and how claims should be approached. The Supreme Court has created a new roadmap and provided guidance on this area of law that will have major ramifications. This session will take you through the decisions of the Supreme Court and provide guidance on how providers of professional services should be taking steps now to mitigate the risk of claims being made against them, as well as looking at how the decisions will impact claims.

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Making the most of Microsoft Teams

  • Thu 17 Feb 1:00 pm – 2:00 pm
  • Online
    • Glyn Brooks, Brooklyn Education

This webinar is aimed at new Teams users or those with experience, but are keen to further their knowledge of additional features. The session will provide an overview of the platform and its core features.

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