Previous events
This month
PFS Pre Exam Revision - J05 (Pension Income Options)
Delegates will have covered the key elements of the JO5 syllabus with the emphasis on the CII Learning Outcomes; and will have been introduced to the exam format and adopting a suitable exam technique.
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PFS Pre Exam Revision - AF4 (Investment Planning) - Day 2
By the end of the two revision days, delegates will have covered the key elements of the AF4 syllabus and what is required to pass the examination.
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Understanding the implications of Policy Exclusions following Covid-19
All insurance staff need to understand the law relating to exclusions. This webinar will take delegates on a plain English walk on how the law applies to policy exclusions and proximate cause, so that they can explain to clients clearly and confidently the implications of the differing communicable disease exclusions that will be applied to your policyholders wordings.
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Maximising Opportunities in the Hard Market
There have been hard markets before, there have been recessions before, but never have the two emerged with such force at the same time. This webinar will explain what constitutes a hard market and ten things both brokers and underwriters will need to do to maximise opportunities in these unique trading conditions
View event detailsPFS Pre Exam Revision - J02 (Trusts)
The aim of this training day is to significantly improve delegates’ chances of passing the exam by developing an understanding of the key technical points that are likely to be tested.
View event detailsPFS Pre Exam Revision - AF4 (Investment Planning) - Day 1
By the end of the two revision days, delegates will have covered the key elements of the AF4 syllabus and what is required to pass the examination.
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Financial Planning for Millennials in the era of COVID, a MUST for Financial Planners
Back in 2006, the Retail Distribution Review was launched by our regulator with several objectives – one being the removal of commission from investment products. This lead to a mass of work by all manner of bodies guiding advisers in how to make their businesses more efficient in order to remain profitable. This included the suggestion that embracing social media, telephone and video conferencing along with other suggestions could reduce the need for travel and therefore reduce the time taken to communicate effectively with both clients and prospects. On the whole, it didn’t catch on!! Until now.
View event detailsPFS Pre Exam Revision - R07 (Advanced Mortgage Advice)
By the end of the course, delegates will have covered the key elements of the ER1 syllabus and what is required to pass the examination.
View event detailsPFS Pre Exam Revision - ER1 (Equity Release)
By the end of the course, delegates will have covered the key elements of the ER1 syllabus and what is required to pass the examination.
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Webinar 3 - How to close more easily using the exact soft words face to face or over the phone/video call
The final session in this series includes: •The exact words for closing without selling •Increase your number of clients with better closing ratios •Close business deals and presentations easily •Discover the five levels of closing •How and when to close •The ‘contrast principle’ on closing •The ‘pride principle’ on closing •Negotiating from a strong position
View event detailsWebinar 2 - How to get a diary full of quality appointments using the phone/video call
In the second of this trilogy attendees will learn: •How to fill your diary with more appointments on the telephone/ video call •How to build instant rapport on the telephone/ video call •How to close without being pushy •How to connect emotionally •How to connect with busy people •How to turn a ‘no’ into a ‘yes’ •How to Improve your results on the telephone/ video call •The exact script, word for word, to use on the telephone/ video call
View event detailsWebinar 1 - How to build solid trust and rapport in seconds, when face to face and over the phone/video call
The first in a series of three events explores how to: •Get your prospect to pick you in the first few seconds •The exact words to connect with everyone you meet •What prospects look for in people •How to create an instant bond with prospects •Why the back of the mind makes the rapport decision •The visual trigger to create trust •Using tone to relax the prospect •How long it takes for the rapport decision
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How to set the correct property sums insured
It is estimated that 90% of policies have incorrect sums insured! This one hour presentation looks at the major issue of under insurance in the UK property market and how to help your clients avoiding the under insurance trap.
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Insurance Institute of Guildford 2020 Charity Quiz
Looking for a challenge? Test your knowledge and be in with a chance of winning a £25 Amazon voucher! The Insurance Institute of Guildford invites you to take part in our Charity Quiz in support of our charity partners, Jigsaw and The Insurance Charities. Be quick! The deadline for entry is 1st July 2020. Good Luck!
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Personal Injury Claims - Where Next?
This presentation looks at the background to the current market for injury claims and how it will be affected by the Civil Liability Act, now scheduled to take effect in April 2021. It predicts the likely consequences for insurers, intermediaries, claimants and the insuring public and takes into account other topical and disrupting factors in the Motor market such as Ogden, general claims inflation and now the dramatic onset of Covid-19.
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FCA general insurance changes in response to Coronavirus
This comprehensive and interactive one hour webinar will focus on the long list of temporary updates to rules and guidance now finalised by the FCA for the general insurance sector (confirmed on 14 May 2020) and is a one-stop-shop for knowing what has to be done in a compliant and timely manner.
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Cognitive flexibility - Webinar 3
This session will teach you how to develop your cognitive flexibility in a fast-paced and challenging working environment and enable you to move away from one-dimensional thinking.
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Resilience and looking after yourself in challenging times
As our working and home lives are being changed drastically, we need to look after our physical wellbeing even more – and that of our families. This is focused on your physical, emotional and mental wellbeing. This is an interactive webinar with a workbook and a chance to ask questions and share good practice
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The Perfect Storm - how capacity is disappearing fast from the UK insurance market
This presentation will be exploring why capacity is draining out of the UK insurance market and why we are moving into a very hard market where niche covers will be difficult to place.
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How to Network (even if you don't like networking)
Networking is a critical business skill, but not everyone likes it. We'll show you how successful networking isn't about shoving business cards at people or cold messaging on LinkedIn. This webinar is aimed at those who wish to utilise the power of networking.
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