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The 5 Key Skills of a Future-Proofed Adviser in Insurance and Financial Services
Tuesday 20 February 2024, 12:30 pm - 1:30 pm
Jeff Heasman
CPD
The way in which we work in insurance and financial services is constantly evolving, not just in terms of advances in new technology and a constant stream of new regulation, but also in terms of customer expectations. This session will look at the 5 key skills that need to be developed now to ensure that as an adviser in insurance / financial services you are future-proofed for success!
By the end of this session, participants will be able to:
➢ identify the 5 key skills of a future-proofed adviser.
➢ understand how these 5 key skills can be developed and applied now.
➢ implement a strategy to ensure you are future-proofed for success.
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/.
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Fri 16 Feb 2024, 9:30 am - 4:30 pm
Darren Slater FPFS, Cert SMP, CII Accredited Trainer
CPD
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Thu 22 Feb 2024, 10:00 am - 11:00 am
Branko Bjelobaba
CPD