Previous events
This month
RO5 (Financial Protection) Pre Exam Training, Wednesday 18th June 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO5 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event detailsPart 3 of a three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better.
Are you coping with the fast-moving pace of insurance? Do you have the skills to innovate to solve the tough challenges you, your team and your organisation are facing? This is the third part of this three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better. Hosted by Harvey Wade, an award-winning innovator and ex-innovation lead at Allianz and Cisco, he works with insurance organisations to make them better at innovating.
View event detailsAll previous events
RO4 (Pensions and Retirement Planning) Pre Exam Training, Thursday 29th May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO4 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details
RO3 (Personal Taxation) Pre Exam Training, Wednesday 28th May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO3 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event detailsThe Rise of Errors and Omission Claims Against Brokers and how these can be mitigated
This presentation will explore why the number of errors and omission claims against brokers are on the increase and how these can potentially be mitigated. Ask a PI solicitor which PI claims are the easiest to deal with, and they nearly always say broker PI claims because you just must settle! Brokers time and again fail to professionally train staff and record key things in a correct manner, meaning that when these claims go to court there is often no defence.
View event details
RO2 (Investment Principles and Risk) Pre Exam Training, Wednesday 21st May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event detailsUnderinsurance part 2 - Memorabilia: Passing Phase or Appreciating Asset?
Collecting things is something humans have always done – from interesting pebbles to glamorous diamonds! It’s a natural urge that many of us experience. Collecting memorabilia has become very fashionable, and can be very lucrative. But what is valuable, and what advice and guidance should a client be offered?
View event detailsPart 2 of a three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better.
Are you coping with the fast-moving pace of insurance? Do you have the skills to innovate to solve the tough challenges you, your team and your organisation are facing? This is the second of the three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better. Hosted by Harvey Wade, an award-winning innovator and ex-innovation lead at Allianz and Cisco, he works with insurance organisations to make them better at innovating.
View event detailsCPD Webinar: Patto’s story – lessons in building resilience
Andrew Patterson is a former professional cricketer whose life took an unexpected turn when diagnosed with Hereditary Spastic Paraplegia, a condition that left him confined to a wheelchair. His inspirational story is one of perseverance, adapting to new realities, and not giving up.
View event detailsAnnual General Meeting 2025
We need you! To get down to our AGM... Your local institute council invites you to attend their 2025 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year. If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved.
View event details
CPD Webinar: Embracing AI with compliance in mind
This webinar is designed to provide insights into the use of AI technology within general insurance firms, with a strong emphasis on compliance. It will cover AI fundamentals, its current and potential applications in the insurance sector, and the importance of adhering to regulations like GDPR and the Data Protection Act.
View event details
RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 7th May 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO1 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event detailsHow to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies.
Brokers increasingly face Pi claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods, and with all the unfortunate events occurring in the world at the moment, making rebuild materials very scare, never has there been a better opportunity to engage your policyholders on this subject.
View event detailsPart 1 of a three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better.
Are you coping with the fast-moving pace of insurance? Do you have the skills to innovate to solve the tough challenges you, your team and your organisation are facing? Join this three-part series to learn and practice innovation tools that you can put to immediate use that will make innovation better. Hosted by Harvey Wade, an award-winning innovator and ex-innovation lead at Allianz and Cisco, he works with insurance organisations to make them better at innovating.
View event detailsAn overview of commercial package insurance
This webinar will provide a practical look into the various sections of a typical commercial package insurance policy, what is covered and what protection a commercial customer actually obtains, so that brokers, underwriters and claims staff alike can be confident when explaining the different sections of cover.
View event details
RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 15th April 2025 - online distance learning event
Through its interactive and engaging instructor-led sessions, the RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the April 2025 sitting. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
View event details
CPD Webinar: Contractors Insurance Masterclass - Advanced
This is the 3rd and final part of our Masterclass sessions on Contractors Insurance. This session studies claims and cases that have determined the legal interpretation of policy wordings. In doing so, it summarises and builds on the learnings of our two earlier webinars enabling policyholders/clients to operate within a highly contractual environment
View event details
Pre-AGM Council Meeting
Join us for our pre-AGM Council meeting when we will be discussing Council roles for the coming year ahead of our AGM.
View event detailsFinancial awareness – a plain English overview for all insurance staff on how to understand clients’ accounts and how an accountants figures differ from what insurers need. (1)
Understanding clients’ accounts has never been more important for brokers and underwriters alike, with tremendous scrutiny now being put on clients' accounts, so account executives, account handlers and underwriters will need to understand the main terminology.
View event details
2025 Annual Dinner
Suzanne Mitchell, President of the Insurance Institute of Halifax and Bradford is delighted to announce that the booking for our 2025 Annual Dinner is now open.
View event details