Previous events

This month

Commercial Property Insurance – Clauses and conditions

  • Thu 12 May 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

The course will cover the main clauses and conditions found in a Commercial policy wording.

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Public and Environmental Liability

  • Tue 10 May 1:00 pm – 2:00 pm
  • Online
    • Frazer Murray-Hall, BA CIP MIAgrM, The Davies Group

The aim of this webinar is to identify the key issues of Environmental Impairment Liability and to take away some of the mystery or misunderstanding that is commonly found with this complex area of claims.

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AF4 (Investment Planning) Pre-Exam Training, Tuesday 10th May 2022 - Day 2 - online distance learning event

  • Tue 10 May 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the syllabus. All sessions are recorded and sent on to the delegates.

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AF4 (Investment Planning) Pre-Exam Training, Monday 9th May 2022 - Day 1 - online distance learning event

  • Mon 09 May 9:30 am – 4:30 pm

This two day course course the main aspects of investment planning covered in the syllabus. All sessions are recorded and sent on to the delegates.

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AF7 (Pension Transfers) Pre-exam Training Wednesday 4th May 2022 - online distance learning event

  • Wed 04 May 9:30 am – 4:30 pm

To prepare for the AF7 exam covering the main aspects of the CII syllabus regarding pension transfers.

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All previous events

AF5 (Financial Planning Process) Pre-Exam Training, Thursday 28th April 2022 - online distance learning event

  • Thu 28 Apr 9:30 am – 4:30 pm

To review the factfind issued by the CII, in preparation for the AF5 exam in May 2022

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Annual General Meeting 2022

  • Wed 27 Apr 6:00 pm – 7:30 pm
  • Harbour Hotel - Guildford

Your council invites you to attend the 2022 Annual General Meeting of The Insurance Institute Guildford. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members.

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Through the Grapevine: What Wine can teach us about being a better communicator!

  • Tue 26 Apr 6:00 pm – 7:30 pm
  • Harbour Hotel - Guildford
    • Jeff Heasman

A fun and entertaining CPD session with a difference!

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Young Professionals: How to Demonstrate and Develop Credibility

  • Thu 21 Apr 1:00 pm – 2:00 pm
  • Online

This webinar, aimed at young professionals, explores the characteristics of credibility and how to use it in an authentic way in business conversations. It also explores the importance of presence and confidence in credibility, even when not speaking. The aim of this webinar is for delegates to identify the knowledge and practical solutions on how to use gravitas and personal impact authentically.

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RO6 (Financial Planning Practice) Pre Exam Training, Thursday 21st April 2022 - online distance learning event

  • Thu 21 Apr 9:30 am – 4:30 pm

This course will cover the case study issued by the CII inpreparation for the RO6 exam on 26th April 2022.

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AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 - Friday 8th April 2022 - online distance learning event

  • Fri 08 Apr 9:30 am – 4:30 pm

Final reminder to register for DAY 2 of the AF1 online distance learning course.

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Creating and Claiming Value in negotiation

  • Wed 06 Apr 1:00 pm – 2:00 pm
  • Online
    • Jeff Heasman, Insurance UpSkill

This masterclass in negotiation focuses on how to create and claim value in a negotiation. A critical skill in a hard market. We will look at how to ensure the negotiation does not become focused around price and premium by discussing how to create value in a negotiation through identifying interests. We will focus on how to identify distributive interests (win-lose), integrative interests (win-win) and common interests. We will then build on this by looking at how you create a strategy for placing a value on these interests for you and your negotiation partner and then how you present proposals in which value is created for all but in a way that you end up claiming the lion's share.

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The three different UK Ogden rates - Why existing limits of indemnity on EL/PL and Products can no longer remain the same

  • Tue 05 Apr 3:00 pm – 4:00 pm
  • Online
    • Alan Chandler

This presentation will explain in plain English what Ogden is, and by way of examples, demonstrate why brokers need to be advising their clients on taking out larger limits of indemnity going forward.

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Motor Insurance - all you need to know in a nutshell

  • Fri 25 Mar 12:00 pm – 1:00 pm
  • Online
    • Alan Chandler

This webinar is presented by Alan Chandler one of the most popular insurance presenters in the UK. Alan will go through the key component parts of a motor policy and it will include looking at what is actually covered under the main cover options. Alan will also explore how rating is evolving with big data which will transform the way motor insurance is rated.

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Legal Update: Overcoming Risks in the New Normal

  • Mon 21 Mar 1:00 pm – 2:00 pm
  • Online
    • Jonathan Edwards, Harrison Clark Rickerbys
    • Adam Finch, Harrison Clark Rickerbys
    • Rachel Roberts, Harrison Clark Rickerbys

Insurance specialists from law firm Harrison Clark Rickerbys, will present on how to overcome organisational risks emerging from the pandemic, and will provide a general insurance legal update. Topics include: • Managing employment risks around the shift to hybrid working • Cyber risks and their financial, operational, and reputational impacts • General update on personal injury claims.

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FCA Consumer Duty - what's that all about?

  • Tue 15 Mar 12:00 pm – 1:00 pm
  • Online
    • Branko Bjelobaba

The new Consumer Duty aims to bring about a fairer, more consumer-focused and level playing field; in which firms are consistently placing consumers’ interests at the centre of their businesses and delivering good outcomes for consumers.

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