Previous events
All previous events
Webinar - Consultative Sales skills
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
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
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.
View event detailsVirtual Event - Nottingham Institute InsurED & Financial Planning Day 2021
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
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.
View event detailsWebinar - Building rapport in the virtual world
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.
View event detailsAF4 Investment Planning Revision Day- 17/09/2021
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
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'
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...?
View event detailsR06 - Financial Planning Practice Revision Day- 13/09/2021
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
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
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.
View event detailsAF1- Personal Tax and Trust Planning Revision Day- 27/08/2021
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
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
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
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
View event detailsWebinar - FCA Business Interruption Insurance Test Case - FOS decisions
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
This practical and interactive webinar is perfect for candidates studying towards professional qualifications with either an exam or coursework element.
View event detailsWebinar - The negative Ogden rate
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
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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