Previous event
The Role of a Broker
Wednesday 19 February 2025, 1:00 pm - 2:00 pm
Online
CPD
A Zing 365 event presented by Matt Owen-James
Overview
The role of a broker is one; not only do they have to ensure that their client is supported but ensure that the underwriter is also supported. Technical knowledge and interpersonal skills are paramount to being a good broker.
This course is aimed to help you understand the key responsibilities that a broker has, and the legal implications imposed on them as an ‘agent’. The course will explore what a broker must do to negotiate, manage relationships and adhere to law and regulation.
Objectives
• Recognise the key considerations of a broker in their unique position
• Determine the differences between a broker’s principal and third party
• Identify why a broker must understand the client’s needs and provide suitable advice
Venue
Online event
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 hour CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
Previous
Wed 12 Feb 2025, 12:00 pm - 1:00 pm
CPD
Next
Wed 5 Mar 2025, 10:00 am - 11:30 am
Online
Sean McGahan, Partner
CPD