Previous events
All previous events
Online CPD Event - Setting you up for learning Success! With Michael from Kataholos.
We are delighted to host Michael Quigley from Kataholos to run our upcoming CPD event. We will be looking at various professional skills such as the power of learning, how to learn and revise successfully, and how to perform successfully in an exam. Michael brings a wealth of experience in coaching and leadership, with a life-long passion for wellbeing and growing people!
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TIME: How provisions in a will could lead to an IHT disadvantage (March 2022)
We have come across a few scenarios recently where certain provisions in a Will have led to an unexpected IHT disadvantage, largely due to the little known apportionment rules. The session explore the apportionment rules covering ‘What’ the situation is, ‘How’ the rules work and ‘Why’ it is relevant for advisers to understand.
View event detailsVanguard CPD Event (Feb 2022)
Amanda Taylor from Vanguard is running a session on behavioural finance and the benefits of receiving financial advice. MS Teams invite to follow
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Influencing Skills
This course is valuable for anyone who wants to enhance their assertiveness skills, build a confident, credible image and develop effective workplace relationships. It will help anyone who relies on influence rather than authority to achieve their goals.
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WEBINAR: Utility extensions – a repeat of the pandemic expectation issues?
This session will explore aspects of a power outage scenario and highlight the potential for further disputes mirroring that over covid-19.
View event detailsEssential sales, client, and soft skills for the hard market
The Insurance Institute of Kendal is happy to announce that their next webinar will focus on essential sales, client, and soft skills for the hard market.
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WEBINAR: Supreme Court judgment of the FCA’s BI test case – future market issues and developments
The Insurance Institute of Kendal is happy to announce that their next webinar will focus on market issues and developments in the context of the Supreme Court judgment of the FCA’s BI test case.
View event detailsWEBINAR: Approaching Revision & Examinations
We are happy to announce that our next event will focus on helping members of our local institute develop their approach to exams and revision.
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Trading Skills in a Hard Market
The Insurance Institute of Kendal is happy to announce that their next webinar will focus on trading skills in a hard market.
View event detailsThree Aspects of Protection
The Insurance Institute of Kendal is happy to announce that their next event will focus on the three aspects of Protection - underwriting, the online rules platforms, and claims.
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Revision: AF1 Personal Tax and Trust Planning
Join our interactive 2 hour session covering the key areas of the syllabus.
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WEBINAR: Be seen, be heard: Make an impact
With these changing times, we are all being forced to communicate virtually: conference calls, webinars, phone calls, as well as emails.
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Annual General Meeting
This year's AGM will be taking place on 30th April 2020 via conference call.
View event detailsEscape of Water
The Insurance Institute of Kendal is happy to announce that their next CPD event will focus on the topic of ‘escape of water’.
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LinkedIn - How to improve your profile and generate leads
You know your personal brand online is vitally important. You have a LinkedIn profile but are not seeing results from use of it.
View event detailsFlood and the 3 Rs – Reinstatement, Resilience and Resistance
The Insurance Institute of Kendal is happy to announce that their next CPD event will focus on the topic of flood.
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