Previous events
All previous events
PFS Seminar' The Art of Deep Client Engagement
THE SEMINAR CONTENT What clients value is: • Talking about what matters most to them • Feeling comfortable enough to be open with you • Feeling safe, secure and confident about the future • Having a meaningful financial strategy that aligns with their most important goals in life • Working with a trusted adviser This enjoyable and enlightening presentation shares the core elements of how to create a highly engaging client experience.
View event detailsAnnual Quiz 2- 15th February 2017
Annual Quiz 2 in aid of nominated charity, Sebastian's Action Trust.
View event detailsThe Charity and Community Market-Facts and Figures and Specific Underwriting Considerations
Lunchtime lecture preceded by buffet lunch.
View event detailsThatcham Tour
Tour and presentation at the Thatcham Motor Vehicle Repair Centre, (Thatcham), Colthrop Way, Thatcham RG19 4NR
View event detailsAnnual Quiz -19th October 2017
Annual Quiz in aid of our nominated charity, Sebstian's Action Trust
View event detailsCII and PFS local revision workshops-27.9.16
A series of on demand CII and PFS subject revision half day workshops run by the local institute on Tuesday 27th September 2016
View event detailsSecrets of Successful Business Networking Seminar
REMINDER !! BOOKINGS CLOSE TUESDAY 13th SEPTEMBER!! CPD SEMINAR 'Secrets of Successful Business Networking - become a confident and effective networker' SPEAKER: Melissa Kidd, Motem Ltd
View event detailsThe Underwriting Trade Off lecture
Lunchtime lecture on Thursday 7th July 2016 Speaker -Dave Westall, Director and Principal Trainer ,Delta-Omega
View event detailsR08 Workshop - 5th July 2016
Course Tutor: Mark King, FPFS, Chartered Financial Planner Technical Consultant, AXA Wealth
View event detailsYoung Professionals M05- Law refresher workshop
Law refresher Workshop followed by a networking buffet until 7.30pm Tutors: Charlotte Warr, Sarnia Training and Karen Rose, Ametrine Management Consulting Ltd
View event detailsNotice of 96th Annual General Meeting
Your council invites you to attend the 96th Annual General Meeting of The Insurance Institute of Reading. Hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members. All members welcome.
View event detailsLinkedIn Interactive Workshop
Half Day Interactive Workshop with networking lunch-EVENT NOW FULLY BOOKED 'Using LinkedIn to Promote your Business and Achieve Real Results' Workshop tutor- Rachel Tombs, Links2Leads
View event detailsJoint Institute /Thames Valley Personal Finance Society Group Seminar- 'The Bionic Adviser-are you ready?'
A HALF DAY SEMINAR with NETWORKING LUNCH AND AFTERNOON REFRESHMENTS Speaker: Andrew Hart, Financial Planner Serenity Financial Planning/the Voyantist
View event details85th Annual Dinner
85th Annual Dinner- black tie event. With Special Guest entertainment- click on the event for details!
View event detailsWinning Consistently Brilliant Referrals
BREAKFAST SEMINAR. Speaker David Scarlett (Why Most Referral Tactics Simply Don't Work. And How You Can Create A Steady Stream of High Quality, High Paying, Highly Engaged Clients). FREE EVENT
View event detailsYoung Professionals CPD Speed Networking Event
Come and network with Senior member of the Insurance market and ask them questions to find out how they got to where they are today.
View event detailsLloyd's Tour- 3rd December
90 minute presentation and tour- history of Lloyd's and how the market runs today
View event detailsInfluencing for business success- Bite-Size Workshop
Bite size workshop with Business Fit Club
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