5 Skills of a Future-Proofed Advisor in Insurance & Financial Services

Wednesday, 11 October 2023
12:00 pm – 1:00 pm (UK time)
    • Jeff Heasman

5 Skills of a Future-Proofed Advisor in Insurance & Financial Services
The way we work as professional advisors is changing at a rapid pace. With the growth of Generative AI, automated processes and decision-making, we need to understand how we must adapt to ensure
we remain a valuable asset to our clients and a trusted advisor.
This session will examine current market trends, advances in technology and changes in the way
people now work in professional services. Using his vast experience as an international trainer and
drawing on his research into artificial intelligence and its role in insurance and financial services, Jeff
Heasman will provide us with what he considers to be the top five skills of a future-proofed advisor.

1 hour

Learning outcomes
By the end of the session, participants will be able to:
➢ identify the key skills that will ensure you are a future-proofed and trusted advisor.
➢ explain current and future trends in the markets and the way in which professional services
are delivered.
➢ implement a strategy to adapt to current and future trends to remain relevant and trusted as
an advisor


CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.