Events
Forthcoming events
Webinar - Wake up to selling IP
A Look at the importance of IP, talking to clients about IP and closing the sale.
Wed 25 May 9:30 am – 10:30 am
Paul Dewick, LV
Webinar - Stepping into Business Protection
A Look at the importance of Business Protection, target market and setting plans up.
Wed 01 Jun 9:30 am – 10:30 am
Paul Dewick, LV
Face to Face Session - Long Term Care
We are pleased to offer face to face training for PFS at Exeter Court Hotel.
Wed 15 Jun 8:30 am – 10:00 am
Basil Anderson, Legal & General
Face to face session - Consumer Duty
Live, face to face training with Jeff Heasman at Exeter Court Hotel
Wed 29 Jun 8:30 am – 10:00 am
Jeff Heasman, Insurance Upskill
PFS - Face to Face Session - Time for a different approach
We are pleased to offer face to face training for PFS at Exeter Court Hotel with Daniel Lockyer.
Wed 06 Jul 8:30 am – 10:00 am
Daniel Lockyer, Hawksmoor
PFS - Face to Face - The Purpose of Duty
Live, face to face training with Jeff Heasman at the Kennford Suite, Exeter Court Hotel
Wed 07 Sep 8:30 am – 10:00 am
Jeff Heasman, Insurance Upskill
Previous events
Cert CII Fast Track Remote Learning Programme
The Insurance Institutes of the South West, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance.
This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 14 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.
Fri 29 Apr – Wed 10 Aug
Alan Chandler,
Webinar - Contract Conditions
The presentation, delivered by Alan Chandler one of the UK's most popular insurance presenters, will look at how contract conditions can change the liability of an insured and why brokers must advise clients on this.
Thu 28 Apr 2:00 pm – 3:00 pm
Alan Chandler, Insurance Training & Consultancy
Diploma in Insurance Online Training Programme
The Insurance Institutes of the South West, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 15 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.
Tue 26 Apr – Fri 21 Jul
Alan Chandler,
Webinar - LV Moments of Truth
Run through some scenarios of where personal protection can play a part in life events, looking at budget and skiing downhill.
Wed 20 Apr 9:30 am – 10:30 am
Paul Dewick, LV
The Trust Registration Service - afternoon
Since 2017, trusts paying tax have needed to be registered with HMRC through their trust registration service. Recent changes have mean the majority of new and existing trusts, even those with no immediate tax liability, will need to be registered with HMRC.
Wed 13 Apr 12:30 pm – 2:00 pm
Simon Martin,
The Trust Registration Service - morning
Since 2017, trusts paying tax have needed to be registered with HMRC through their trust registration service. Recent changes have mean the majority of new and existing trusts, even those with no immediate tax liability, will need to be registered with HMRC.
Wed 13 Apr 9:00 am – 10:30 am
Simon Martin,