Events
Forthcoming events

CPD Webinar - Brexit – The Multiple Implications Across Insurance Classes
This webinar will look at the multiple implications of Brexit across insurance classes such as Business Interruption, Business Travel and Motor Insurance.
Wed 27 Jan 11:00 am – 12:00 pm
Diane Jenkins BA (Hons), ACII, Chartered Insurance Broker, Nick Thomas & Associates

Webinar - An Overview of Commercial Package Insurance
The webinar will be suitable for anyone working with commercial package insurance be they brokers, underwriters or claims staff. This is also applicable for all those studying IF3 or IF8.
Mon 08 Feb 12:00 pm – 1:00 pm
Alan Chandler, Alan Chandler Training

AF5 (Financial Planning Process) online training course - March 2021 Exam
AF5 (Financial Planning Process) Zoom-based online exam training
Training day 9.30am-4.30pm Monday 22nd February 2021, ahead of 2nd March 2021 exam date.
Course limited to 8 attendees.
Mon 22 Feb 9:30 am – 4:30 pm
Steve Davis, The Financial Adviser Academy

Annual General Meeting 2021
This is your opportunity to make your voice heard and help to shape your institute. Please make every effort to attend this important meeting.
Nominations to join Council are invited!
The President's AGM Letter and Nomination to Council Form are available on the details page.
Tue 02 Mar 5:30 pm – 6:30 pm
Previous events

Live Webinar - Bond top-slicing workshop
Live webinar - hosted by Cathy Russell of Canada Life
Workshop identifying and providing practical examples of the differences in top-slicing methodology following recent budget changes.
Wed 16 Dec 10:30 am – 11:30 am

Live Webinar - Using Social Media Effectively
Live webinar - hosted by Carole Fossey.
An overview of the most effective tools and content to enable you to develop an effective social media strategy.
Tue 15 Dec 2:00 pm – 3:30 pm

Live Webinar - Post Covid-19 Tax Planning Overview
Live webinar - hosted by David Lane of LGT Vestra
- Reviewing tax planning opportunities and potential future changes to the UK tax regime during (and after) Covid-19.
Mon 14 Dec 2:30 pm – 3:15 pm

Webinar - How to maximise opportunities in a Hard market
Presented by Alan Chandler, one of the UK's most popular insurance presenters.
This webinar is a follow on from his incredibly well received presentation on why there will be a hard market called the Perfect Storm.
Important Information:
The link will be sent to your email address supplied at the time of the booking. PLEASE DO NOT share this with anyone else.
Tue 27 Oct 1:00 pm – 2:00 pm
Alan Chandler, Alan Chandler Training

AF5 (Financial Planning Process) training course - October 2020 Exam
AF5 (Financial Planning Process) Zoom-based online exam training
Taking place over two half-days (1.30pm-4.30pm) Thursday 1st and Friday 2nd October 2020
Thu 01 Oct – Fri 02 Oct
Steve Davis, The Financial Adviser Academy