Previous events
All previous events
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.
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Face to face session - Consumer Duty
Live, face to face training with Jeff Heasman at Exeter Court Hotel
View event detailsPFS Face to Face Session - Long Term Care
We are pleased to offer face to face training for PFS at Exeter Court Hotel.
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Webinar - Assertiveness Skills
Say what you want, say what you mean, assertiveness skills. Lunchtime webinar with Susan Heaton-Wright
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Webinar - Mergers and acquisitions – key insurance issues session
Lunchtime webinar with Diane Jenkins of Nick Thomas Associates.
View event detailsWebinar - Stepping into Business Protection
A Look at the importance of Business Protection, target market and setting plans up.
View event detailsWebinar - Wake up to selling IP
A Look at the importance of IP, talking to clients about IP and closing the sale.
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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.
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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.
View event detailsDiploma 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.
View event detailsWebinar - 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.
View event detailsThe 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.
View event detailsThe 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.
View event detailsWebinar - Commercial Package Insurance
The presentation will be provided by Alan Chandler, one of the most popular speakers within the UK, and Alan in his usual plain English style will outline the main areas of cover, the history of package insurance and how sums insured should be correctly set.
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Annual General Meeting 2022
For those not able to attend the meeting in person there will also be a Zoom link published. 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 senior 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 detailsThe “Purpose of Duty” and a major new approach to professional negligence claims
Live, face to face training with Jeff Heasman ahead of the Exeter CII AGM
View event detailsWebinar - Cii Examination Techniques
The second of two sessions given by Alan Chandler, the first hosted by Plymouth & Cornwall CII. This three hour workshop (which will include a break) will aid all those who are taking CII or PFS examinations. It is a generic overview delivered by Alan Chandler, who is one of the most popular insurance presenters in the UK, and who has been both tutor and examiner for many different CII subjects.
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The Centenary Annual Dinner
The Insurance Institute of Exeter are delighted to announce that our Centenary Annual Dinner 2022 will take place on Friday 25 March 2022.
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Webinar - Introduction to Financial Crime
This webinar lunch and learn session will be delivered by Sally-Ann Higgins.
View event detailsPFS Webinar - Guide to Trusts
This one-hour webinar provided by Neil MacGillivray, is a guide to trusts.
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