Events
Forthcoming events
Webinar - Discovery Driven Planning
This session will introduce you to discovery-driven planning and how it can be applied in the context of insurance and financial services.
Wed 17 Aug 12:30 pm – 1:30 pm
Jeff Heasman,
AF1 Personal Tax and Trust Planning Revision Day- 18/08/2022
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
Thu 18 Aug 9:30 am – 4:30 pm
Darren Slater FPFS, Cert SMP, Chartered Insurance Institute
AF7 Pension Transfers Revision Day- 31/08/2022
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
Wed 31 Aug 9:30 am – 4:30 pm
Steve Davies, Chartered Insurance Institute
AF5 - Financial Planning Process Revision Day- 06/09/2022
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the September 2022 exam.
Tue 06 Sep 9:30 am – 4:30 pm
Darren Slater FPFS, Cert SMP, Chartered Insurance Institute
AF4 Investment Planning Revision Day- 13/09/2022
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
Tue 13 Sep 9:30 am – 4:30 pm
Darren Slater FPFS, Cert SMP, Chartered Insurance Institute
'From Devastation to Restoration' - North East Insurance Institutes one-day Seminar
We're delighted to return to a face-to-face event for the North East Insurance Institutes' flagship annual seminar. We will again follow a 'real life case study' format, exploring and discussing all aspects with our panel of renowned industry experts.
Tue 13 Sep 9:00 am – 4:30 pm
Damian Glynn, Sedgwick
Previous events
Webinar - For Better or For Worse
This is a must for anyone with an interest in the historical development of the insurance industry and how it adapts to judicial decisions.
Wed 10 Aug 12:30 pm – 1:30 pm
Jeff Heasman,
Webinar - Forget Influence. Create Curiosity
This webinar will show you how to forget influence and create curiosity for better relationships and more success in business and indeed your personal lives.
Wed 13 Jul 12:30 pm – 1:30 pm
Jeff Heasman,
Webinar - Human v Automated Decision-Making
This thought-provoking webinar will examine both sides of the debate and suggest a way forward to ensure the best possible outcome for the profession and for our clients.
Thu 07 Jul 12:30 pm – 1:30 pm
Jeff Heasman,
R06 - Financial Planning Practice Revision Day- 30/06/2022
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the July 2022 exam.
Thu 30 Jun 9:30 am – 4:30 pm
Darren Slater,
Summer Golf Meet - Brancepeth Castle Golf Club
Brancepeth Castle Golf Club.
There will be the usual coffee and bacon roll before we start and a one course meal following the 18 holes.
The cost including £2 sweep is £37.00 a head.
Fri 24 Jun 11:30 am – 6:30 pm
Practical Soft Skills & Communication Workshop- 22/06/2022
This one-day course focuses on building great client relationships. You will learn techniques to build trust and move fluently through the meeting agenda, whilst maintaining focus on the client’s needs. You will learn the six key questions that achieve a real understanding of the client’s objectives, enable you to recommend solutions based on real understanding and produce a compliant file.
Wed 22 Jun 10:00 am – 3:30 pm
Adam Owen, NextGen Planners Ltd