Previous events

All previous events

R06 - Financial Planning Practice Revision Day- 20/04/2022

  • Wed 20 Apr 9:30 am – 4:30 pm
    • Dawn Jukes

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 April 2022 exam.

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Webinar - Creating Psychological safety in work teams

  • Tue 12 Apr 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 - Technically Speaking: from confusion to clarity

  • Mon 11 Apr 1:00 pm – 2:00 pm
    • Melissa Kidd, Motem Ltd

Whether you’re explaining the workings of a discounted gift trust or the ins and outs of flexible access draw downs, it’s very easy to lose clients when trying to communicate technical concepts. And yet the ability to convey complexity in a way that makes sense, and is easy for clients to understand, marks good paraplanners and advisors from great ones.

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AF1 Personal Tax and Trust Planning Revision Day- 07/04/2022

  • Thu 07 Apr 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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Webinar - Sales prospecting skills - building a quality pipeline

  • Tue 05 Apr 1:00 pm – 2:00 pm
    • Nick Thomas

This session looks at how we build a pipeline of quality target prospects using an effective referral process, and a best practice prospect contact strategy in the modern virtual and hybrid world

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Webinar - How contract conditions can change the liability of an insured and why brokers must advise clients on this

  • Thu 31 Mar 12:00 pm – 1:00 pm
    • Alan Chandler

The webinar will include exploring the consequences of the Insurance Act 2015 for failing to make a fair presentation of risk with regards to contract conditions, and how failure to guide policyholders around this matter could lead to a claim being turned down and all cover cancelled.

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Webinar - A guide to understanding policy wordings

  • Thu 24 Mar 1:00 pm – 2:00 pm
    • Nick Thomas

Recent litigation has demonstrated the importance of understanding the policy contract wording. This webinar explains how policy wordings are constructed and may be interpreted.

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North East Insurance Institutes Webinar: Managing General Agents and the Value Chain

  • Tue 22 Mar 1:00 pm – 2:00 pm

This webinar is aimed at enhancing understanding of the MGA market and the role that the MGAA plays in supporting this. The webinar is presented by the Insurance Institutes of the North East.

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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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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 - 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 - 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 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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Young Professionals' Group AGM

  • Mon 21 Feb 6:00 pm – 7:00 pm
  • Allianz Insurance
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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 - 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 - 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 - 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 - 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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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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