Previous events
This month
PFS Teams Session - Factor Investing and its role in retail investment portfolios
Thanks to Sam and Andy for this online session for our PFS members.
View event detailsCPD Webinar - Men - It's OK to talk
Talking is good for us. We all know that and yet some of us find it hard to talk about how we feel, especially when we aren’t feeling good. This session is aimed at men and those that would like to support the men in their lives. The aim of the session is to shine a light on why some men find it difficult to open up, to explore ways to support men when they are struggling and to share some alternative ways to process difficult stuff, for those who really don’t like talking.
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A plain English overview of understanding an insurance policy wording
This one-hour webinar, presented by Alan Chandler one of the most popular presenters in the UK, looks to provide a plain English walk through what makes up an insurance policy wording. One of the learnings of the Bi and Covid-19 court battles is the fact that you ignore the construction of policy wordings at your peril. All brokers, underwriters and claims staff should have a good grasp of the component parts of an insurance policy wording and this presentation will provide this understanding.
View event detailsFree Cert CII and Dip CII Training for Exeter Members
In partnership with Intuition Training, we are pleased to be able to offer a flexible, unit-by-unit remote training initiative for our members who want to make progress to achieve their Cert CII and Dip CII qualifications. The cost of this training will be fully funded by the Insurance Institute of Exeter.
View event detailsCPD Webinar - Memorabilia Valuations Training
Memorabilia: passing phase or appreciating asset? Collecting things is something humans have always done – from interesting pebbles to glamorous diamonds! It’s a natural urge that many of us experience. Collecting memorabilia has become very fashionable, and can be very lucrative. But what is valuable, and what advice and guidance should a client be offered? This webinar explores a range of different types of memorabilia, why it is collectible, and offers insight on what clients should be thinking about.
View event detailsPFS Live CPD - Creating Sustainable Income During Uncertain Times
Thanks to Basil Anderson from L & G for this in person 1 hour CPD session for our PFS members at Barton Law Offices, Leeward House, Fitzroy Road, Exeter, EX1 3LJ Meet for bacon roll, tea & coffee at 8.30am, session starts 09.00am for 1 hour. Finishes at 10am.
View event detailsAnnual General Meeting 2025
We need you! To attend our AGM... If you feel that you can contribute to the future success of the Institute, by bringing your knowledge and enthusiasm to Council, please consider joining. Being a Council member brings with it an array of benefits including the opportunity to network with prominent figures from the industry, develop your own personal skills and raise your profile within the local market. We would be pleased to welcome any new member(s) wishing to join Council.
View event detailsPFS Live CPD - An update on the impending Stamp Duty changes, recent Land Registry changes and conveyancing updates
Thanks to Peter Barton for this in person 1 hour CPD session for our PFS members at Barton Law Offices, Leeward House, Fitzroy Road, Exeter, EX1 3LJ Meet for tea & coffee at 9.45am, session starts 10.00am for 1 hour. Finishes at 11am. ASnyone staying for the Exeter CIi AGM will be entitled to a light lunch after this session.
View event detailsCPD Webinar - The Power of Listening
In this session Nick Thomas brings together his expertise from the worlds of sales and coaching to help improve awareness of the importance of effective listening, and some key skills and tools to improve performance in multiple different environments.
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Insurance Institute of Exeter Annual Dinner Friday 7 March 2025
The Insurance Institute of Exeter are delighted to announce that our 2025 Annual Dinner will take place on Friday 7th March 2025.
View event detailsPFS Live CPD - Re-wrapping client wealth, fiscal changes post the budget.
Thanks to John & Ash for this in person 3 hour CPD workshop for our PFS members at The Kennford Room, Exeter Court Hotel. Meet for bacon roll, tea & coffee at 8.30am, session starts 9.00am for 3 hours, finishes at 12 midday. Light lunch afterwards.
View event detailsCPD Webinar - Resilience for Good Mental Wellbeing (re-arranged)
This webinar explores how we can all develop resilience in ourselves and in our teams. This will include practical advice and tools to help you to build yours and your teams resilience.
View event detailsPFS Teams Session - Putting Protection back at the heart of IHT planning
Thanks to Dave for this online session for our PFS members.
View event detailsCPD Webinar - Impact of the insurance market cycle
The webinar looks at how the insurance cycle moves and the influences the transition between hard and soft markets. As well as looking at the progress of the insurance cycle, the session will help you determine the difference between hard and soft markets, and what that means to all stakeholders involved.
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Graham Brown Professionalism Award
We are pleased to announce that we are accepting nominations for this year's Graham Brown Professionalism Award which has been kindly sponsored by his family.
View event detailsPFS Live CPD - Utilising Business Relief for IHT planning and navigating the new budgetary changes
Thanks to Oliver for this in person breakfast CPD session for our PFS members at The Board Room, Exeter Court Hotel. Meet for bacon roll, juice & coffee at 8.30am, session starts 9.00am for 1 hour, finishes at 10am.
View event detailsCPD Webinar - Resilience for Good Mental Wellbeing
This webinar explores how we can all develop resilience in ourselves and in our teams. This will include practical advice and tools to help you to build yours and your teams resilience.
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PFS Teams Session - Sustainability-all you need to know
Thanks to Christian for this online session for our PFS members.
View event detailsMenopause; What Everyone Needs to Know (Equality, Diversity & Inclusion Month)
Menopause is a reality for every biological woman and it is vital to understand how menopause can affect psychological, emotional and physical health. This empowering session is for women, and anyone that lives with or works with women. The aim of the session is to raise awareness on menopause, to empower women and those that love them, and to share practical guidance on supporting someone (or yourself) through menopause.
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PFS Teams Session - One year on from Consumer Duty – what’s changed and what’s next for advice businesses?
Thanks to Samantha for this online session for our PFS members.
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