Previous events

All previous events

MO5 Remote Revision Course - Insurance Law (second course)

  • Sat 27 Mar 9:30 am – 4:00 pm
    • Alan Chandler

This MO5 remote course is limited to 20 members and will be delivered in a one day session, which will cover all the main aspects of the CII diploma subject MO5 insurance law module.

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Recession Proof: Managing Your Career in Difficult Times

  • Thu 25 Mar 12:30 pm – 1:30 pm
  • Webinar
    • Sarah Stoddart-Burrows

With the threat of a global recession looming, now is the time to learn how to manage your career during difficult times.

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R04 (Pensions and Retirement Planning) - online distance learning

  • Wed 24 Mar 9:30 am – 4:30 pm
  • Webinar
    • Giles Hewitt

Designed to help candidates feel more prepared for the exam, delegates will have covered the key areas of the syllabus and will have been introduced to the exam format and adopting a suitable exam technique.

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RO7 (Advanced Mortgage Advice) Pre Exam Training - online distance learning event

  • Wed 24 Mar 9:30 am – 4:30 pm
  • Webinar
    • Paul Archer

Delegates will have covered the key areas of the syllabus and will have been introduced to the exam format and adopting a suitable exam technique.

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Advanced Diploma Assignment Techiniques

  • Tue 23 Mar 9:30 am – 12:30 pm
  • Webinar
    • Mark Butterworth BA FCII FIRM MBA

This workshop guides delegates on how to research the assignment content, structure their work, ensure they are clearly answering the question and building a comprehensive paper that addresses all features of the marking matrix the examiners will use.

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R02 (Investment Principles and Risk) Pre Exam Training - online distance learning

  • Tue 16 Mar 9:30 am – 4:30 pm
  • Webinar
    • Giles Hewitt

The content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam technique.

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Differentiating Cyber Risk for Financial Planners 2

  • Wed 10 Mar 12:00 pm – 1:00 pm
  • Webinar
    • Claire Davey, ACCI CISSP

Differentiating Cyber Risks provides a nuanced understanding of cyber risks pertinent to financial planners. It moves the discussion on from insurance coverage to risk.

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ER1 (Equity Release) Pre Exam Training - online distance learning event

  • Wed 10 Mar 9:30 am – 4:30 pm
  • Webinar
    • Paul Archer

This course is designed to help candidates feel more prepared for the exam and increase their chances of exam success.

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R01 (Financial Services, Regulation and Ethics) Pre Exam Training - online distance learning

  • Wed 10 Mar 9:30 am – 4:30 pm
  • Webinar
    • Giles Hewitt

Designed to help candidates feel more prepared for the exam, the content will cover the key areas of the syllabus and areas likely to be tested.

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RO3 (Personal Taxation) Pre Exam Training - online distance learning event

  • Wed 03 Mar 9:30 am – 4:30 pm
  • Webinar
    • Giles Hewitt FPFS

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.

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WEBINAR: Change is good - embracing change

  • Mon 01 Mar 1:00 pm – 2:00 pm
    • Michael Quigley, Kataholos

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.

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AF2 (Business Financial Planning) - online distance learning event

  • Tue 23 Feb 9:30 am – 4:30 pm
  • Webinar
    • Darren Slater FPFS

This course is designed to help candidates feel more prepared for the exam and increase their chances of passing the exam.

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WEBINAR: 7 top tips to be an effective learner

  • Mon 22 Feb 1:00 pm – 2:00 pm
    • Jeff Heasman, Insurance Trainer

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.

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AF5 (Financial Planning Process) - online distance learning event

  • Fri 19 Feb 9:30 am – 4:30 pm
  • Webinar
    • John Trayner FCII FPFS, and CII approved trainer

This course is designed to help candidates feel more prepared for the exam and increase their chances of passing the exam.

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How to plan for your financial future: Part 2

  • Thu 18 Feb 12:30 pm – 1:30 pm
  • Webinar
    • Jessica McGuigan

This follow-up webinar will cover certain topics in more detail including tax efficiency, financial protection and pensions.

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Obtaining 'New Client' soft skills - Webinar 3, Handling objections to turn a Not sure and need to think about it into yes decisions

  • Thu 18 Feb 10:00 am – 11:00 am
  • Webinar
    • Bernie De Souza, International Speaker and Executive Business Coach

The third in our trilogy of exclusive 1 hour soft skills training sessions for all members, experienced and new, who wish to brush-up on or learn 'New Client' skills.

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Differentiating Cyber Risk for Financial Planners

  • Wed 17 Feb 12:00 pm – 1:00 pm
  • Webinar
    • Claire Davey, ACCI CISSP

Differentiating Cyber Risks provides a nuanced understanding of cyber risks pertinent to financial planners. It moves the discussion on from insurance coverage to risk.

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R05 (Financial Protection) - online distance learning event

  • Wed 17 Feb 9:30 am – 4:30 pm
  • Webinar
    • Paul Archer

This course is designed to help candidates feel more prepared for the exam. The content will cover the key areas of the syllabus and areas likely to be tested. There will also be a focus on exam style questions with clear debriefs to aid understanding.

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Obtaining 'New Client' soft skills - Webinar 2, Automatic Referrals and Professional Introducers

  • Thu 11 Feb 10:00 am – 11:00 am
  • Webinar
    • Bernie De Souza, International Speaker and Executive Business Coach

The second of three exclusive 1 hour soft skills training sessions aimed at all members who wish to brush-up on or learn 'New Client' specialist skills.

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JO5 (Pension Income Options) Pre Exam Training - online distance learning event

  • Thu 11 Feb 9:30 am – 4:30 pm
  • Webinar
    • John Trayner FCII FPFS, and CII approved trainer

By the end of the event, delegates will have covered the key elements of the JO5 syllabus with the emphasis on the CII Learning Outcomes, will have been introduced to the exam format and adopting a suitable exam technique.

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