Previous events

All previous events

Motor Fleet Insurance in a Nutshell

  • Mon 20 Feb 12:00 pm – 1:00 pm
    • Alan Chandler

This webinar will be given by Alan Chandler, one of the most popular presenters in the UK, and he will go through what fleet policies cover, how they are rated including what is meant by a vehicle year and explore important extras like occasional business use cover and how this differs from contingent liability. Alan will also explore why spotting claims trends and implementing risk management is so vital in the world of motor fleet coverage.

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AF5 - Financial Planning Process Revision Day- 17/02/2023

  • Fri 17 Feb 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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 2023 exam.

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Negotiation Skills (Young Professionals Group)

  • Thu 16 Feb 5:00 pm – 7:00 pm
  • Allianz Insurance
    • Melissa Kidd

Suitable for both Insurance and Financial Services professions Sharpen your negotiation skills and feel more confident about reaching agreements, and strengthening your relationships.

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When the Computer says 'No' - Strategies for Getting Around Automated Systems

  • Wed 15 Feb 12:30 pm – 1:30 pm
    • Jeff Heasman

Decision-making is becoming increasingly automated in insurance and financial services. But what happens when a client does not agree with the decision that has been made? What are their legal rights? How can we support them?

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How to Succeed with Your Inner Critic - Part 3: Tools to Help You Change Your Relationship with Your Critic

  • Mon 13 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.

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Men's Mental Health

  • Thu 09 Feb 12:00 pm – 1:00 pm
    • Claire Russell
    • Steve Heath, MHIB

This session considers how we can work towards a world where men take action to be mentally well, and are supported by those around them; and where men and boys are comfortable having conversations about the big things in life.

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AF4 Investment Planning Revision Day- 08/02/2023

  • Wed 08 Feb 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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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Big Data and the Importance of Small Data and its Relevance to Insurance

  • Tue 07 Feb 12:00 pm – 1:00 pm
    • Gary Nuttall

We will explore some of the risks it poses when used incorrectly and why data quality is important. We will also see how a single character typed in to a system incorrectly bankrupted a previously profitable business.

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AF7 Pension Transfers Revision Day- 06/02/2023

  • Mon 06 Feb 9:30 am – 4:30 pm
    • Steve Davies

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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An Introduction to Artificial Intelligence/Machine Learning and how it is Being Adopted in Insurance.

  • Wed 01 Feb 12:00 pm – 1:00 pm
    • Gary Nuttall

In this webinar we will provide some basic definitions and explanations about what AI actually is and how it works, as well as providing examples of AI in use, in both our personal and business lives, with a focus on the insurance sector.

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How to Succeed with Your Inner Critic - Part 2: Getting to Know Your Critic(s)

  • Mon 30 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.

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Negotiations and the Relationship Paradox

  • Wed 25 Jan 12:30 pm – 1:30 pm
    • Jeff Heasman

This session will show how relationships impact the negotiation process, how to set boundaries and how to handle them to ensure that you and your negotiation partner maximise value and don´t fall victim to the relationship paradox.

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AF1 Personal Tax and Trust Planning Revision Day- 25/01/2023

  • Wed 25 Jan 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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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An Introduction to Blockchain and Cryptocurrency and the Impact on Insurance

  • Tue 24 Jan 12:00 pm – 1:00 pm
    • Gary Nuttall

The session is intended for those who wish to gain an understanding of blockchain core concepts, use cases and relevance to insurance. It is designed to be business, rather than technical, focused and no prior knowledge of Blockchain is required.

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Financial Stress and Mental Health

  • Mon 23 Jan 12:30 pm – 1:30 pm
    • Claire Russell
    • Steve Heath, MHIB

In this session, we will explore the relationship between financial stress and health - and attendees will leave with practical tools to help them combat financial stress, and stay well.

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Unleashing Your Potential

  • Wed 18 Jan 12:30 pm – 1:30 pm
    • Jeff Heasman

The key to psychological fitness and the link to rest and recovery: understanding how to manage the risks.

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STILL TIME TO BOOK - NE Institutes Webinar: Blackfinch EIS & VCT Meet the Manager & Tax Year End Planning

  • Tue 17 Jan 10:00 am – 11:30 am
    • Dr Reuben Wilcock, Blackfinch Investments
    • Anna Brooksbank, Blackfinch Investments

Looking at the methodology behind the investment decisions and the creation of ground-breaking solutions that could become the household names of tomorrow.

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How to Succeed With Your Inner Critic - Part 1: Your Concept of Success

  • Mon 16 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.

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R06 - Financial Planning Practice Revision Day- 11/01/2023

  • Wed 11 Jan 9:30 am – 4:30 pm
    • Darren Slater FPFS, Cert SMP

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 January 2023 exam.

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Inflation and the Insurance Considerations

  • Thu 05 Jan 12:00 pm – 1:00 pm
    • Nick Thomas

This session on inflation considers what affect increasing inflation has on business insurance – what clauses and cover issues brokers and insurers need to consider for various classes of cover

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