Previous events
All previous events
A Practical Guide to Successful Retirement
Retirement is a major life transition. It is likely to last many years. While for many it is the reward for years of hard work, for a significant proportion retirement is not the positive experience they expected. This workshop uses an evidenced based approach to explore the key challenges and adjustments required, and identifies what we need to do, beyond the financial planning, to ensure a fulfilling future.
View event detailsAF4 (Investment Planning) Pre-Exam Training, Tuesday 10th May 2022 - Day 2 - online distance learning event
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.
View event detailsAF4 (Investment Planning) Pre-Exam Training, Monday 9th May 2022 - Day 1 - online distance learning event
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.
View event detailsAF7 (Pension Transfers) Pre-exam Training Wednesday 4th May 2022 - online distance learning event
To prepare for the AF7 exam covering the main aspects of the CII syllabus regarding pension transfers.
View event detailsAF5 (Financial Planning Process) Pre-Exam Training, Thursday 28th April 2022 - online distance learning event
To review the factfind issued by the CII, in preparation for the AF5 exam in May 2022
View event detailsYoung Professionals: How to Demonstrate and Develop Credibility
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.
View event detailsRO6 (Financial Planning Practice) Pre Exam Training, Thursday 21st April 2022 - online distance learning event
This course will cover the case study issued by the CII inpreparation for the RO6 exam on 26th April 2022.
View event detailsAGM 2022 & CPD ‘Managing Health and Safety for Smaller, Lower risk and Non-Employer Organisations – An Insurer’s View’
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.
View event detailsAF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 - Friday 8th April 2022 - online distance learning event
Final reminder to register for DAY 2 of the AF1 online distance learning course.
View event detailsCreating and Claiming Value in negotiation
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.
View event detailsLegal Update: Overcoming Risks in the New Normal
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.
View event detailsProperty Insurance, premium increases
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.
View event detailsMarch 10th - International Women’s Day - Breaking the Bias
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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