Previous events

All previous events

THIRD WEBINAR: A plain English explanation of how to answer the most common question of the moment: 'does my BI policy cover Covid-19?'

  • Wed 01 Apr 4:30 pm – 5:30 pm
    • Alan Chandler, Insurance Trainer

Alan Chandler, who is well known to our members having delivered a number of well received presentations, will be presenting a thirty minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid-19?'.

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SIXTH WEBINAR: A plain English explanation of how to answer the most common question of the moment: 'does my BI policy cover Covid-19?' (1)

  • Wed 01 Apr 3:15 pm – 4:15 pm
    • Alan Chandler, Insurance Trainer

Alan Chandler, who is well known to our members having delivered a number of well received presentations, will be presenting a thirty minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid-19?'.

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FIFTH WEBINAR: A plain English explanation of how to answer the most common question of the moment: 'does my BI policy cover Covid-19?' (2)

  • Wed 01 Apr 2:00 pm – 3:00 pm
    • Alan Chandler, Insurance Trainer

Alan Chandler, who is well known to our members having delivered a number of well received presentations, will be presenting a thirty minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid-19?'.

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WEBINAR: A plain English explanation of how to answer the most common question of the moment: 'does my BI policy cover Covid-19?'

  • Tue 31 Mar 2:30 pm – 4:45 pm
    • Alan Chandler, Insurance Trainer

Alan Chandler, who is well known to our members having delivered a number of well received presentations, will be presenting a thirty minute simple to understand presentation on what so many policyholders are asking, which is 'does my Business interruption policy cover Covid-19?'.

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PFS Workshop: Planning and Divorce

  • Thu 27 Feb 9:00 am – 1:00 pm
  • Stock Brook Country Club

This event is aimed at financial advisers, planners and support staff who wish to improve their knowledge of the issues surrounding financial planning and particularly pensions in respect of the divorce and separation process.

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YPG: Young Professionals mentoring and networking event

  • Tue 25 Feb 6:00 pm – 8:00 pm
  • AON, Chelmsford

Aimed at young professionals and new members in the industry. This event provides a CPD talk on networking, followed by time to put this into practice. There is also an optional mentoring session at the end of the evening, providing the chance to talk to senior professionals within the market.

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Anglia Market Forum

  • Mon 24 Feb 5:00 pm – 8:00 pm
  • Rowley Mile Racecourse

Join us for the regional event of the year!

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Women's Forum: Financial Resilience

  • Tue 11 Feb 12:00 pm – 2:00 pm
  • The County Hotel, Chelmsford
    • Barbara Merry

Following the successful CII initiative, Insuring Women's Futures, we are very excited to invite all our members to the first Women's Forum talk of 2020, dedicated to Financial Resilience.

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Study Skills for Multiple Choice & Coursework Subjects

  • Wed 05 Feb 12:00 pm – 2:00 pm
  • The County Hotel, Chelmsford
    • Alison Cooper, Act One Training

As a training specialist and past CII senior examiner, Alison Cooper, offers an invaluable insight into the best techniques in preparing for and sitting the CII exams.

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2020 Conference

  • Mon 27 Jan 9:00 am – 4:30 pm
  • Essex County Cricket Club

NEW YEAR, NEW CPD - start the year off by earning 5 CPD hours with our full day conference.

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M92 Remote Revision Course

  • Sat 25 Jan 9:30 am – 12:00 pm

The institute is delighted to offer an M92 revision course delivered for the first time to your home or office remotely. The training will take place over two Saturday mornings. Limited to 10 members.

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Advanced Business Interruption Training Course

  • Tue 21 Jan 9:30 am – 4:30 pm
  • Allianz, Chelmsford
    • Rod Smith

The aim of this course is to provide a comprehensive analysis of the key elements of the BI policy and how BI works in practice. We shall look at covers and policy benefits, and work on guiding clients on Sums Insured, maximum indemnity periods, policy clauses and claims. After attending this course, participants should have a strong understanding of the major aspects of Business Interruption Insurance, to assist in correctly assessing clients’ needs, arranging adequate cover for them and driving forward their claims.

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PFS Workshop: Protection

  • Wed 11 Dec 9:00 am – 1:00 pm
  • Hylands House, Chelmsford

The institute is pleased to welcome speakers from Legal & General to discuss Personal and Business related life and ill health cover.

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Communication Skills

  • Mon 02 Dec 1:00 pm – 5:00 pm
  • The County Hotel, Chelmsford
    • Peter Ambrose, Jigsaw Sales Development

This half day course is designed for anyone who wants to improve their communication skills and be more effective in the workplace.

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Time Management

  • Mon 02 Dec 9:00 am – 1:00 pm
  • The County Hotel, Chelmsford
    • Peter Ambrose, Jigsaw Sales Development

This course allows managers and supervisors to understand the common sources of poor Time Management and initiate solutions in their workplace to increase productivity and efficiency

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Professional Indemnity (Advanced) Training Course - Half Day Workshop PM

  • Fri 29 Nov 1:30 pm – 4:30 pm
  • Stackhouse Poland, Chelmsford
    • David Barratt, London Market Training

This is a half day advanced training course focusing on Professional Indemnity.

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Professional Indemnity (Advanced) Training Course - Half Day Workshop AM

  • Fri 29 Nov 9:30 am – 12:30 pm
  • Stackhouse Poland, Chelmsford
    • David Barratt, London Market Training

This is a half day advanced training course focusing on Professional Indemnity.

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Annual Dinner

  • Thu 28 Nov 6:00 pm – 11:59 pm
  • Orsett Hall

We're excited to announce our annual dinner taking place on 28th November 2019. Following the overwhelmingly positive response over the last two years, we will be keeping the event at Orsett Hall, Grays.

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YPG: Financial Resilience for Young Professionals

  • Thu 21 Nov 12:00 pm – 2:00 pm
  • The County Hotel, Chelmsford
    • Alison Cooper, Act One Training

This talk is geared towards younger members, who are interested in learning more about the key issues they may face and their future financial resilience.

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PFS Workshop: Working with and preparing for Vulnerable Clients

  • Thu 24 Oct 9:00 am – 1:00 pm
  • Hylands House, Chelmsford

The workshop aims to provide practical guidance for dealing with the legal and real-life implications for dealing with vulnerable clients.

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