Events
Forthcoming events
ER1 (Equity Release) Pre Exam Training - online distance learning event
This course is designed to help candidates feel more prepared for the exam and increase their chances of exam success.
Wed 10 Mar 9:30 am – 4:30 pm
Paul Archer,
Differentiating Cyber Risk for Financial Planners 2
Differentiating Cyber Risks provides a nuanced understanding of cyber risks pertinent to financial planners. It moves the discussion on from insurance coverage to risk.
Wed 10 Mar 12:00 pm – 1:00 pm
Claire Davey, ACCI CISSP,
WEBINAR: Burnout and how to stop it happening to you
"Most people don’t want to talk about their experience of burnout. I do. The insight it gave me profoundly changed my understanding of stress and how to deal with it – and I want to share what I learnt to help others.", Dorothy Martin,
Thu 18 Mar 1:00 pm – 2:30 pm
Dorothy Martin, Stress to Success
WEBINAR: Mental Wealth - why investing in well-being pays off
Investing in our mental health needs to top the agenda as we navigate the uncertainty and isolation of remote working in the COVID-19 pandemic. We’ve been on the same mountain – but not everyone is a Sherpa. Alex will share new perspectives on resilience through his extreme outdoor challenges and personal peaks and troughs of mental ill health.
Thu 20 May 1:00 pm – 2:00 pm
Alex Staniforth, Adversity Adventurer & Mental Health Campaigner
Previous events
RO3 (Personal Taxation) Pre Exam Training - online distance learning event
By the end of the course, delegates will have covered the key elements of the RO3 syllabus with the emphasis on the CII Learning Outcomes.
Wed 03 Mar 9:30 am – 4:30 pm
Giles Hewitt FPFS,
WEBINAR: Change is good - embracing change
This webinar will show you how to be flexible and adapt with changes to the benefit of all concerned, both in the workplace and in life.
Mon 01 Mar 1:00 pm – 2:00 pm
Michael Quigley, Kataholos
AF2 (Business Financial Planning) - online distance learning event
This course is designed to help candidates feel more prepared for the exam and increase their chances of passing the exam.
Tue 23 Feb 9:30 am – 4:30 pm
Darren Slater FPFS,
WEBINAR: 7 top tips to be an effective learner
This practical and interactive webinar is perfect for candidates studying towards professional qualifications with either an exam or coursework element. With often limited, or sometimes no tutor support, it is extremely difficult to balance home, work and study.
Mon 22 Feb 1:00 pm – 2:00 pm
Jeff Heasman, Insurance Trainer
AF5 (Financial Planning Process) - online distance learning event
This course is designed to help candidates feel more prepared for the exam and increase their chances of passing the exam.
Fri 19 Feb 9:30 am – 4:30 pm
John Trayner FCII FPFS, and CII approved trainer,
How to plan for your financial future: Part 2
This follow-up webinar will cover certain topics in more detail including tax efficiency, financial protection and pensions.
Thu 18 Feb 12:30 pm – 1:30 pm
Jessica McGuigan,