Previous events

All previous events

Webinar - Consultative Sales skills

  • Thu 14 Oct 12:00 pm – 1:00 pm
    • Nick Thomas

Amongst other things, this session will cover the WHY of consultative sales - moving away from purely price and vendor status etc. Becoming a trusted adviser, avoiding objections and the natural close.

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Webinar - Impactful online meetings

  • Tue 05 Oct 12:00 pm – 1:00 pm
    • Nick Thomas

Amongst other things this seminar will cover an overview of the limitations of virtual meetings – compared to in-person meetings.

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R03- Personal Taxation Revision Day- 05/10/2021

  • Tue 05 Oct 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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Virtual Event - Nottingham Institute InsurED & Financial Planning Day 2021

  • Wed 29 Sep 8:45 am – 5:00 pm

Nottingham Institute is running its InsurED event again this year and, as it is to be a virtual event (for the first time ever), we are offering all CII and PFS members the opportunity to book a place. We are however expecting that it will book up quickly!

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AF5 - Financial Planning Process Revision Day- 23/09/2021

  • Thu 23 Sep 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 October 2021 exam.

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Webinar - Building rapport in the virtual world

  • Tue 21 Sep 12:00 pm – 1:00 pm
    • Nick Thomas

Amongst other things, this seminar will look at Rapport building: - Why? Key skill in building trust and mutual influencing - How? Pacing and leading, matching and mirroring. - The ‘neurological levels’ of rapport – pacing and leading at each level.

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AF4 Investment Planning Revision Day- 17/09/2021

  • Fri 17 Sep 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 - Adapting communication for the Virtual World

  • Tue 14 Sep 12:00 pm – 1:00 pm
    • Nick Thomas

Amongst other things, this session will cover Mehrabian’s Law – 3 elements to interpreting communication from others. Body language is the most important - lost in a virtual world.

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Virtual Conference: 'Sharing is caring - Defending the digital frontier'

  • Tue 14 Sep 9:45 am – 3:15 pm
    • Jonathan Moss, Pen Underwriting
    • Nick Hewland, Pen Underwriting
    • Melanie Jordan, Insurance Institute of Leeds

The annual North East Institutes conference is back, with another topical scenario-based session: A staff member working from home due to Covid lockdown restrictions breaches employer's instructions resulting in malware infecting the company system. What are the many implications...?

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R06 - Financial Planning Practice Revision Day- 13/09/2021

  • Mon 13 Sep 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 September 2021 exam.

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Webinar - The problems of under insurance in Household insurance products

  • Fri 03 Sep 12:30 pm – 1:30 pm
    • Alan Chandler

This webinar examines the challenge of making sure personal lines policyholders avoid under insurance. Where the insured has to provide a building sum insured, only 10% of policyholders in the UK get this correct, we can therefore see there is a major issue of under insurance.

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AF7- Pension Transfer Revision Day- 27/08/2021

  • Fri 27 Aug 9:30 am – 4:30 pm
    • 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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AF1- Personal Tax and Trust Planning Revision Day- 27/08/2021

  • Fri 27 Aug 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 - Social Selling and Virtual Networking

  • Wed 18 Aug 12:00 pm – 1:00 pm
    • Nick Thomas

Amongst other things, this seminar will cover the importance of networking and some best practice tips.

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Webinar - Remote Teams - building performance and wellbeing

  • Thu 12 Aug 12:00 pm – 1:00 pm
    • Nick Thomas

Amongst other things, this session will outline the pros and cons of remote working on performance and wellbeing.

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Webinar - Sales and client retention in the new normal

  • Tue 10 Aug 12:00 pm – 1:00 pm
    • Nick Thomas

Amongst other things, this session will cover: * Recap Trusted adviser status and a consultative approach * The ‘client apathy cycle’ and ‘the age of the customer’ * Exceptions to the ‘client apathy cycle’ – and the presence of these situations in the current environment

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Webinar - FCA Business Interruption Insurance Test Case - FOS decisions

  • Tue 10 Aug 10:00 am – 11:00 am
    • Branko Bjelobaba FCII

The one-hour webinar is again comprehensive and interactive and will focus on a number of various decisions made on complaints referred to the FOS following claims that have been turned down by insurers with the FOS considering the judgment of the Supreme Court in its decisions.

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Webinar - 7 Top Tips on How to be a More Effective and more Efficient Learner When Studying for Professional Qualifications

  • Wed 04 Aug 12:00 pm – 1:00 pm
    • Jeff Heasman

This practical and interactive webinar is perfect for candidates studying towards professional qualifications with either an exam or coursework element.

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Webinar - The negative Ogden rate

  • Tue 20 Jul 3:00 pm – 4:00 pm
    • Alan Chandler

The negative Ogden rate - Why existing limits of indemnity on EL/PL and Products can no longer remain the same. Brokers/Insurance company staff if you do not understand the long-term implications of a negative Ogden in the marketplace then you will be failing your clients – this presentation will help you understand why Parliament’s decision to create and stick with a negative Ogden rate has an impact on ALL major liability injury claims. Even the traditional EL limit of £10m is now looking too small let alone PL limits of £2m.

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Webinar - Brexit - the multiple insurance implications across insurance classes

  • Thu 15 Jul 12:00 pm – 1:00 pm
    • Nick Thomas
    • Diane Jenkins

Amongst other things, this webinar will look at the main issues of dealing with Clients that have assets/liabilities within EU member states.

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