Forthcoming events

This month

Financial Liverpool - Technology and the future of practice management

  • Thu 21 Oct 12:30 pm – 1:30 pm
    • Matthew Lonsdale, Iress

In this talk, Matt will discuss why a commerical focus is important and how a commercial and client focus can complement each other. He will discuss the right way to approach technology adoption and the shape of practice of the future and provide some thoughts on practice management systems.

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CPD Event: Understanding the Different types of Company Structure.

  • Thu 21 Oct 1:00 pm – 2:00 pm

It is essential for all insurance staff dealing with commercial insurance products to have a good understanding of the different types of ways in which a company could be structured. Failing to understand these structures could lead to wrong cover being put in place.

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RO2 Virtual Revision Day

  • Tue 26 Oct 9:00 am – 4:30 pm
    • Cris Glascow

The training day will include active revision of the R02 syllabus with multiple choice exam practise and key tips on dealing with the different questions that may be presented. It is intended that as many of the R02 learning outcomes are covered as possible.

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All forthcoming events

CPD Event: Professional Indemnity insurance – How claims can arise

  • Fri 12 Nov 12:00 pm – 1:00 pm

This presentation provides an overview of professional indemnity (PI) insurance. It looks at the main case law underpinning the PI market, why the PI market is expanding in terms of number of policyholders needing the cover yet at the same time the capacity is decreasing.

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