Previous events
All previous events
Planning for the future – Understanding the value of regular savings
NEXT GEN MEMBER FINANCIAL AWARENESS CPD PROGRAMME September 2022 CPD Session 3 In this session we will cover the power of compound interest and growth, demonstrate how this differs from straight line interest and why it is valuable when saving over the medium to long term. We will also review some of the saving options open to you.
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RO1 (Financial services, regulation and ethics) Pre Exam Training, Wednesday 28th September 2022 - THIS EVENT HAS BEEN CANCELLED
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.
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RO3 (Personal Taxation) Pre Exam Training, Monday 26th September 2022 - CANCELLED
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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Chair Yoga
Join us for a yoga session, specifically designed to combat the strain and tension from working at your home or office workstation.
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When is a good rate not a good rate – Understanding short term lending and mortgages
NEXT GEN FINANCIAL AWARENESS CPD PROGRAMME SEPT/OCT 2022 Session 2 In this session we will explain the differences between a secured and unsecured loan and the new types of finance agreements you may come across when making on-line purchases.
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Quantum & Delay: Scope, cost, methodology and duration of building repairs
The scope and methodology of building repairs directly impacts the cost and duration of any repair. This webinar will look at how we assess these, as well as provide some case examples.
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RO6 (Financial Planning Practice) Pre Exam Training, Tuesday 20th September 2022 - online distance learning event
The RO6 preparation day aims to increase your chances of passing the exam. This intensive workshop will work through the case studies that will be examined in the September 2022 sitting. The session is recorded and a copy is sent out to all delegates.
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FCA Consumer Duty and GI Update
The FCA want to see a higher level of consumer protection in retail financial markets, where firms compete vigorously in the interests of consumers and they wish to drive a healthy and successful financial services system in which firms can thrive and consumers can make informed choices about financial products and services. They consider that firms are not consistently and sufficiently prioritising good consumer outcomes and this causes consumer harm and erodes consumer trust. With final rules published on 27 July 2022 this talk will update you as to what now will be needed.
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M05 Insurance law – Introduction /Revision Day
We are pleased to welcome back Rod Smith, who before the pandemic delivered some successful Advanced Business Interruption workshops for us. He is back with a face to face M05 workshop in September! This one-day workshop for up to 12 delegates is ideal for anyone taking this compulsory CII Diploma subject by mixed assessment and multiple-choice exam, or for anyone who wants to refresh their knowledge of insurance law generally. The course is open to both starters and more advanced students.
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Qualification pathway to ACII
Fast track your future. This session is intended for anyone currently studying a CII general insurance qualification at any level up to ACII. The focus of the content will be on what comes next after the CERT, with particular emphasis on coursework.
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AF5 (Financial Planning Process) Pre-Exam Training, Monday 5th September 2022 - online distance learning event
To review the factfind issued by the CII on August 26th, in preparation for the AF5 exam on 13th September 2022. This session is recorded and a copy is sent out to all delegates.
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AF7 (Pension Transfers) Pre-exam Training Friday 2nd September 2022 - online distance learning event
This course covers the main topics of the AF7 syllabus and the exam. This session is recorded and a copy is sent out to all delegates.
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JO5 (Pension Income Options) Pre Exam Training, Thursday 1st September 2022 - online distance learning event
This course covers the main aspects of retirement income planning covered in the JO5 syllabus and exam. This session is recorded and a copy is sent out to all delegates.
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JO2 (Trusts) Pre Exam Training, Tuesday 30th August 2022 - online distance learning event
The course will cover the key areas of study of the JO2 (Trusts) syllabus and the exam. This session is recorded and a copy is sent out to all delegates.
View event detailsAF4 (Investment Planning) Pre-Exam Training, 2 Day Course - Monday 22nd August & Friday 26th August 2022 - online distance learning event
This two day course course the main aspects of investment planning covered in the AF4 syllabus and exam. All sessions are recorded and sent out to all the delegates.
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AF1 (Personal Tax & Trust Planning) Pre Exam Training, - Tuesday 16th & Wednesday 17th August 2022 - online distance learning event
2 day course covering the AF1 syllabus and exam. All sessions are recorded and sent out to all the delegates.
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J12 (Securities Advice & Dealing) Pre Exam Training, Tuesday 2nd August 2022 - online distance learning event
A one day event to cover the main topics tested in J12. This session is recorded and a copy is sent out to all delegates.
View event detailsJ12 (Securities Advice & Dealing) Pre Exam Training, Tuesday 2nd August 2022 - online distance learning event
A one day event to cover the main topics tested in J12. This session is recorded and a copy is sent out to all delegates.
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The cost of poor acoustics in building, industry & environment
Acoustic design is not something most people think about until a problem is identified. Errors in design, construction, or simply failure to consider acoustics can lead to annoyance, loss of privacy, and, in some cases, increased risk to health and safety. This webinar will address some of the common issues we investigate, with a particular focus on noise in the built environment.
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17th Annual Golf Day - Tuesday 21st June 2022
The 17th Annual Golf Day in memory of Andrew Bickerton will take place this year at Mapledurham Golf Club on Tuesday 21st June 2022.
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