Forthcoming events

The Role of a Broker
The role of a broker is one; not only do they have to ensure that their client is supported but ensure that the underwriter is also supported. Technical knowledge and interpersonal skills are paramount to being a good broker.
This course is aimed to help you understand the key responsibilities that a broker has, and the legal implications imposed on them as an ‘agent’. The course will explore what a broker must do to negotiate, manage relationships and adhere to law and regulation.
Wed 19 Feb 1:00 pm – 2:00 pm
Online

Lithium-Ion Battery Fire - A Forensic Insight - Hawkins Forensic Investigation
Thu 20 Feb. 2025 9:30 am
Online

CPD Event - An Introduction to the Insurance Industry
Thu 20 Feb. 2025 12:00 pm
Online

STEP (Society of Trust and Estate Practitioners) Financial Services Certificate Course
Tue 25 Feb. 2025 10:00 am
Quilter Cheviot Salisbury Office

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AGM 2025
Your Insitute needs you to support our Annual General Meeting which is scheduled for the 9th April 2025, join us at 12 for lunch and then attend our meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year.
Sat 1 Feb. 2025

JO2 (Trusts) Pre Exam Training, Fri 14th February 2025
Through its interactive and engaging instructor-led sessions, the JO2 preparation day aims to increase your chances of passing the exam. The session is recorded and a copy is sent out to all delegates afterwards, together with practice questions.
Fri 14 Feb 9:30 am – 4:30 pm
Online