Previous events

All previous events

(PFS) Online Revision RO1 - Two Day Course

  • Fri 05 Feb – Mon 08 Feb
    • Luiza Todd, BTS Training

05th and 08th February 2021 - start time 9.30am - finish 4.30pm. The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01 examination.

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(GI) CPD Webinar - An overview of Commercial Package Insurance

  • Thu 04 Feb 11:00 am – 12:00 pm
    • Alan Chandler, Alan Chandler Training

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.

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(PFS) Online Revision R03 - Two day course

  • Fri 29 Jan – Mon 01 Feb
    • Jeff Scholes, BTS

The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

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(GI) CPD Webinar - BI insurance and covid-19: the supreme court’s decision in The Financial Conduct Authority v Arch insurance (UK) Ltd & others

  • Tue 26 Jan 12:00 pm – 1:00 pm
    • Alison Green, 2tg Chambers

Alison Green, a barrister at 2tg Chambers, is presenting this webinar on the landmark decision of the Supreme Court in the FCA’s test case on Business Interruption Insurance

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(PFS) Online Revision R01 - Two day course

  • Fri 08 Jan – Mon 11 Jan
    • Luiza Todd, BTS

The Personal Finance Society East Midlands Committee in association with the Insurance Institutes of Leicester and Nottingham have organised a series of ‘distance learning’ training days via an online and interactive conference video facility (Zoom) for those members who are studying for and taking the R01, R02, R03 and R04 examinations.

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(GI) CPD Webinar - The Insurance Implications of Brexit.

  • Wed 06 Jan 4:00 pm – 5:00 pm
    • Alan Chandler, Chandler Training
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(GI) CPD Webinar - How to set correct Bi sums insured in a Covid-19 affected economy.

  • Wed 16 Dec 4:00 pm – 5:00 pm
    • Alan Chandler, Chandler Training

How to set correct Bi sums insured in a Covid-19 affected economy, where the client’s book of accounts no longer resemble the correct long term trading position

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(GI) CPD Webinar - How to succeed without your inner critic.

  • Thu 10 Dec 11:00 am – 12:00 pm
    • Melissa Kidd, Motem Training

This session will introduce the idea that there are other ways to motivate yourself which can mean you enjoy your work more and can perform at an even higher level whilst reducing anxiety, stress and the risk of burnout.

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(GI) CPD Webinar - Effective Communication in a virtual world.

  • Wed 02 Dec 10:00 am – 11:00 am
    • Nick Thomas, Nick Thomas Assoc

Nick Thomas presents a 60-minute Webinar on the use of interactive features such as polls, chat, Q&A to maintain effective communications in a virual world.

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(GI) CPD Webinar - Social Selling and Virtual Networking

  • Wed 25 Nov 10:00 am – 11:00 am
    • Nick Thomas, Nick Thomas and Assoc.

The importance of networking and some best practice tips Building your own network map – a simple structure to prioritise your actions

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(GI) CPD Webinar - A plain English overview of Contractors Insurance

  • Thu 19 Nov 4:00 pm – 5:00 pm
    • Alan Chandler, Alan Chandler Training

The presentation will look at the main insurance needs of a contractor. The webinar will include looking at contract works cover, understanding contractor liability cover including non-negligence cover, understanding the Business Interruption cover including understanding how to add fines and damages to the contractors’ policy and why current limits of indemnity are often not sufficient.

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(GI) CPD Webinar - EL, PL and BI Claims: more challenges for businesses and insurers

  • Thu 12 Nov 12:00 pm – 1:00 pm
    • Alison Green, 2TG Chambers

Following on from our popular webinars and the feedback which we have received in the survey for claims related topics, we are pleased to welcome Alison Green, a barrister at 2TG Chambers who is presenting this webinar on legal developments in EL, PL and BI claims against insurers.

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(GI) CPD Webinar - How to maximise opportunities in a hard market

  • Wed 21 Oct 4:00 pm – 5:00 pm
    • Alan Chandler, Alan Chandler Training
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(GI) CPD Webinar - Cyber Liability Insurance

  • Wed 07 Oct 4:00 pm – 5:00 pm
    • Nic Hartley, Ecclesiastical Insurance
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(GI) CPD Webinar - FCA Business Interruption Test Case - the judgment

  • Wed 30 Sep 4:00 pm – 5:00 pm
    • Branko Bjelobaba - FCII
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(PFS) Webinar Revision Workshop for AF7 - 2 half day sessions

  • Mon 21 Sep 9:30 am – 12:30 pm
    • Mark Thewlis , Financial Adviser Academy

With Mark Thewlis - Financial Adviser Academy

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(GI) Webinar - Understanding the implications of policy exclusions following Covid - 19

  • Tue 15 Sep 4:00 pm – 5:00 pm
    • Alan Chandler, Alan Chandler Training
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PFS Online Training - RO4 Pensions and Retirement Planning

  • Fri 21 Aug 9:30 am – 4:30 pm
    • Jeff Scholes PRINCE2 , Bespoke Training Solutions (BTS)
    • Luiza Todd FPFS , Bespoke Training Solutions (BTS)
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PFS Online Training - R02: Investment Principles & Risk

  • Fri 14 Aug 9:30 am – 4:30 pm
    • Jeff Scholes PRINCE2 , Bespoke Training Solutions (BTS)
    • Luiza Todd FPFS , Bespoke Training Solutions (BTS)
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PFS Online Training - R03: Personal Taxation

  • Fri 07 Aug 9:30 am – 4:30 pm
    • Jeff Scholes PRINCE2 , Bespoke Training Solutions (BTS)
    • Luiza Todd FPFS , Bespoke Training Solutions (BTS)
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