Previous events
All previous events
RO5 Financial Protection - Tuesday 22nd November 2022 - online distance learning event
This course covers the main topics covered in the RO5 syllabus and the exam. The session is recorded and a copy is sent out to all delegates.
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RO4 (Pensions and Retirement Planning) Pre Exam Training, Friday 18th November 2022 - online distance learning event
This course covers the main topics covered in the RO4 syllabus and exam. The session is recorded and a copy is sent out to all delegates.
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Wind induced failures of buildings & Reducing flood risk during remedial works
In this webinar Ian Major will discuss wind induced failures of buildings and structures with some case studies to show how they are investigated. This will be followed by a discussion from Richard Keightley about property flood resilience (‘PFR’): what it is, how it works, and the benefits of ‘building back better’ after a flood.
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RO3 (Personal Taxation) Pre Exam Training, Friday 11th November 2022 - online distance learning event
This course will cover key aspects of the RO3 syllabus and exam. This session is recorded and sent out to all delegates.
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SURE: a new technique to ensure clients have understood your advice
We naturally ask the client if there is anything they didn´t understand and often, the client replies “No”. Or we ask if everything was clear and the client answers “Yes”. But can we rely on these answers as being an accurate reflection of whether the client truly has listened to and understood that advice? The answer is NO!! That is why, in this webinar, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.
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RO2 (Investment Principles and Risk) Pre Exam Training, Tuesday 1st November 2022 - online distance learning event
This course covers the main subjects of the RO2 syllabus and exam. The session is recorded and sent out to all delegates.
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Yoga Nidra
Join us for the latest instalment in our wellbeing programme - an early morning Yoga Nidra class in association with Well With Samantha.
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Guided Mindfulness Practice (week four)
Join us for the final instalment of a four-week series of weekly live Guided Mindfulness Practices.
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How to know when you are well off – Understanding your salary slip and the value of employee benefits EVENT REARRANGED for 19th October at 1pm
NEXT GEN MEMBER FINANCIAL AWARENESS CPD PROGRAMME Sept/Oct 2022 CPD Session 1. In this session we will go through an example salary slip, what you should expect to receive and how to work out the difference between gross and net income. We will also cover some of the employee benefits you may be offered as part of an employee contract and how to work out the value of these benefits.
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RO1 (Financial services, regulation and ethics) Pre Exam Training, Tuesday 18th October 2022 - online distance learning event
This course covers the main subjects of the RO1 syllabus and exam. This session is recorded and a copy is sent out to all delegates.
View event detailsGuided Mindfulness Practice (week three)
Join us for the third in a four-week series of weekly live Guided Mindfulness Practices.
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Why are bitcoins so attractive – Understanding the risk and reward equation
NEXT GEN MEMBER FINANCIAL AWARENESS CPD PROGRAMME Sept/Oct 2022 CPD Session 5 Sometimes there are investment opportunities that look too good to miss, however every investment carries a level of risk. During this presentation we will provide an overview of risk and reward, when it maybe appropriate to take risk and when it is not.
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An Overview to the Building Safety Act 2022
This event will take place on Microsoft Teams.
View event detailsGuided Mindfulness Practice (week two)
Join us for the second in a four-week series of weekly live Guided Mindfulness Practices.
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Celebrating our Differences
Do we stop to consider what it is like to be us, and recognise how we can celebrate the difference in all of us? Learn how we can become self-aware of our own behaviours and enrich our perspectives and views of others. In this interactive and engaging session, Joanne Lockwood speaks about what you can do right now to step up and step in to celebrating the differences in all of us and the strength it brings.
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Planning for your retirement – Understanding pensions
NEXT GEN MEMBER FINANCIAL AWARENESS CPD PROGRAMME Sept/Oct 2022 CPD Session 4 In this session we will look at the specific benefits and tax advantages of pensions, how payments to these can affect and potentially improve your income. We will also try and give you an idea of what you should be aiming for when you do eventually decide to stop working
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RO4 (Pensions and Retirement Planning) Pre Exam Training, Tuesday 4th October 2022 - online distance learning event
This course covers the main topics covered in the RO4 syllabus and exam. The session is recorded and a copy is sent out to all delegates.
View event detailsGuided Mindfulness Practice (week one)
Join us for the first in a four-week series of weekly live Guided Mindfulness Practices.
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RO5 Financial Protection - Thursday 29th September 2022 - THIS EVENT HAS BEEN CANCELLED
This course covers the main topics covered in the RO5 syllabus and the exam. The session is recorded and a copy is sent out to all delegates.
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RO2 (Investment Principles and Risk) Pre Exam Training, Thursday 29th September 2022 - online distance learning event
This course covers the main subjects of the RO2 syllabus and exam. The session is recorded and sent out to all delegates.
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