Events
Forthcoming events
AF5 (Financial Planning Process) Pre-Exam Training, Friday 24th September 2021
Fri 24 Sep 9:30 am – 4:30 pm
AF4 (Investment Planning) Pre-Exam Training, Monday 27th September - Day 1
Mon 27 Sep 9:30 am – 4:30 pm
AF4 (Investment Planning) Pre-Exam Training, Monday 27th September - Day 1
Tue 28 Sep 9:30 am – 4:30 pm
AF2 (Business Financial Planning) Pre-Exam Training, Friday 1st October 2021
Fri 01 Oct 9:30 am – 4:30 pm
Cyber Security and Counter Fraud Controls
This webinar is aimed at SMEs within the financial services and insurance sectors looking to improve their own cyber security and counter fraud controls. It will also be of interest to individuals that manage cyber security policies and claims on behalf of their customers and clients.
Tue 05 Oct 1:00 pm – 2:00 pm
Craig Wooldridge, IASME
Previous events
FCA Pricing Practices: Product Governance and Auto Renewals
Following member feedback, we are delighted to welcome back Jill Hambley, Insurance Compliance Services to provide two further updates on the FCA's Pricing Practices. This session will focus on the pricing requirements, but also concentrate on Product Governance, the changes taking effect from 1st October 2021 and what this means for manufacturers and distributors.
Thu 23 Sep 10:00 am – 11:30 am
Jill Hambley, Insurance Compliance Services
RO7 (Advanced Mortgage Advice) Pre Exam Training, Wednesday 22nd September 2021
Wed 22 Sep 9:30 am – 4:30 pm
AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 2 - Tuesday 21st September
Tue 21 Sep 9:30 am – 4:30 pm
AF1 (Personal Tax & Trust Planning) Pre Exam Training, Day 1 - Monday 20th September
Mon 20 Sep 9:30 am – 4:30 pm
JO5 (Pension Income Options) Pre Exam Training, Monday 20th September 2021
Mon 20 Sep 9:30 am – 4:30 pm
FCA Pricing Practices: Pricing & Reporting
Following member feedback, we are delighted to welcome back Jill Hambley, Insurance Compliance Services to provide two further updates on the FCA's Pricing Practices. This session will focus on the Pricing Rules and associated reporting requirements, which are due to come into force from 1st January 2022.
Thu 16 Sep 10:00 am – 11:30 am
Jill Hambley, Insurance Compliance Services