Forthcoming events

This month

Webinar - Restoring Trust in Insurance by improving customer service

  • Tue 25 Jan 1:00 pm – 2:00 pm
    • Bernard Thornton

At a time when the public image of insurance has never been in a more intensive spotlight, this webinar looks at the joint issues of customer service and trust – inextricably linked and vital to the future prosperity of the insurance sector.

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Webinar - SURE – a new technique to ensure clients have understood your advice

  • Wed 26 Jan 12:30 pm – 1:30 pm
    • Jeff Heasman

In this webinar, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.

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Webinar - Inner Critic part 1 Concept of success

  • Thu 27 Jan 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ltd

This is a four part, interactive programme of 1 x hour sessions. It’s designed to help members of the CII develop their self-confidence, increase their motivation and build resilience so that they are in an even stronger position to deliver on the CII’s promise of trust, professionalism and standards. Drawing on cutting edge research, the programme is intended to be thought provoking and practical.

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AF7- Pension Transfer Two Half Revision Days- 31/01/2022 & 01/02/2022

  • Mon 31 Jan – Tue 01 Feb
    • Steve Davis

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.

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All forthcoming events

AF5 - Financial Planning Process Revision Day- 02/02/2022

  • Wed 02 Feb 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP, Chartered Insurance Institute

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 February 2022 exam.

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Webinar - Creating and claiming value in negotiations

  • Wed 02 Feb 12:30 pm – 1:30 pm
    • Jeff Heasman

This masterclass in negotiation focuses on how to create and claim value in a negotiation. A critical skill in a hard market.

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AF4 Investment Planning Revision Day- 04/02/2022

  • Fri 04 Feb 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP, Chartered Insurance Institute

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.

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North East Insurance Institutes Webinar: Collaboration and succession – A blessing or a curse?

  • Tue 08 Feb 10:00 am – 11:00 am
    • Stephen Wilkinson, Charles Wilkinson Financial Planning Ltd

Are people working in our profession viewed as swashbucklers or thoughtful risk takers? Are we perceived as able to plan our own as well as our clients future and security? Is there collaboration between insurance and financial services and with other professions to address all our clients financial needs?

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Webinar - Cross sales & growing existing accounts

  • Tue 08 Feb 1:00 pm – 2:00 pm
    • Nick Thomas

This session builds the vital awareness of factors that prevent cross selling at organisational, team and individual levels, before unlocking the secrets to cross sales success.

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Webinar - The art of unknowing

  • Wed 09 Feb 12:30 pm – 1:30 pm
    • Jeff Heasman

Through learning to rethink our assumptions and learning to unlearn we are able to make better strategic decisions for ourselves and our clients, create more collaborative cultures and harness creativity. This webinar will teach you how to find wisdom and happiness through new ways of thinking.

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Webinar - Inner Critic part 2 – Getting to know your critic (s)

  • Thu 10 Feb 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ltd

This is a four part, interactive programme of 1 x hour sessions. It’s designed to help members of the CII develop their self-confidence, increase their motivation and build resilience so that they are in an even stronger position to deliver on the CII’s promise of trust, professionalism and standards. Drawing on cutting edge research, the programme is intended to be thought provoking and practical.

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Webinar - Leadership styles for hybrid working

  • Wed 16 Feb 12:00 pm – 1:30 pm
    • Katharine Jones

This workshop provides an introduction to Leadership Styles giving you an insight into your own potential and how this can be developed.

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Webinar - Property insurance, dealing with under insurance and 15% + rate increases in 2022

  • Mon 21 Feb 12:00 pm – 1:00 pm
    • Alan Chandler

The presentation will look at what clients need to take into when settling Buildings sums insured, why under insurance is so common, the effects of under insurance for the client and why under insurance is an increasing cause of Professional Indemnity claims against brokers.

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Webinar - Inner Critic part 3 – Tools to help you change your relationship with your critic

  • Thu 24 Feb 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ltd

This is a four part, interactive programme of 1 x hour sessions. It’s designed to help members of the CII develop their self-confidence, increase their motivation and build resilience so that they are in an even stronger position to deliver on the CII’s promise of trust, professionalism and standards. Drawing on cutting edge research, the programme is intended to be thought provoking and practical.

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Webinar - From chaos to calm

  • Wed 02 Mar 12:30 pm – 1:30 pm
    • Jeff Heasman

This session will help you to recognise the value of the voices and conversations in our own minds and how we can harness them, but at the same time know how to recognise when our inner voices and conversations are entering into a negative spiral.

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Webinar - Inner Critic part 4 – New ways to motivate yourself without beating yourself up

  • Thu 03 Mar 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ltd

This is a four part, interactive programme of 1 x hour sessions. It’s designed to help members of the CII develop their self-confidence, increase their motivation and build resilience so that they are in an even stronger position to deliver on the CII’s promise of trust, professionalism and standards. Drawing on cutting edge research, the programme is intended to be thought provoking and practical.

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Webinar - Creating Psychological safety in work teams

  • Wed 16 Mar 12:00 pm – 1:30 pm
    • Katharine Jones

It is now a real priority that wellbeing and mental health is maintained - for the benefit of the individual and the wider organisation and it is often down to the frontline manager to create the right environment.

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Webinar - How to get faster responses without chasing

  • Wed 16 Mar 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ld

This practical session will share some phrases, frameworks and tools that have seen hard-to-get-hold-of clients reply the next day.

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Webinar - Reading, understanding and applying Laws

  • Thu 17 Mar 12:30 pm – 1:30 pm
    • Jeff Heasman

In this session, Jeff Heasman combines over 20 years of experience studying law, working with the law and teaching law to students and professionals across the world, to provide invaluable skills that will help you read laws more quickly, better understand those laws and then apply them in a logical and clear way, whether for a case study as part of a professional qualification or for when providing advice to a client.

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Webinar - Credit Hire – The what? when? how? And who?

  • Thu 17 Mar 1:00 pm – 2:00 pm
    • Bernard Thornton

The content of the presentation will give delegates a better understanding of credit hire, enabling them to discuss the subject with more authority. Anyone client-facing or involved with motor underwriting, broking or claims will benefit from attendance.

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