Previous events
All previous events
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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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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Inflation And The Insurance Considerations
We welcome all members & guests to attend an afternoon webinar, via Zoom. This technical webinar is being delivered by Diane Jenkins BA (hons), ACII, Chartered Insurance Broker, on behalf of Nick Thomas & Associates. Diane is a highly respected trainer in the insurance market.
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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.
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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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Quiz Evening For The Insurance Charities Awareness Week
Exciting News! In aid of The Southampton Institute supporting The Insurance Charities Awareness Week (20th – 24th June), we are hosting our In-Person quiz evening for the first time in over two years.
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Managing Anxiety through Change
This webinar will explore anxiety, what it is, how and why it shows up in the workplace and what can be done to reduce the impact of anxiety on well-being and performance. Attendees will get practical tools and techniques to help them manage anxiety and to thrive at work and in life.
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Insurance Considerations for the Digital Asset Industry
Insurance Considerations for the Digital Asset Industry provides participants with an explanation of digital asset currencies and NFTs – what they are and what insurance coverages are available. The session brings this to life through public claims scenarios and offers a ‘check list’ of good risk management practices that underwriters can look out for.
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Restoring Trust in Insurance by Improving Customer Service
We welcome all members & guests to attend this online lunchtime session hosted by Bernard Thornton. With almost 50 years of insurance experience to draw on, Bernard looks at how businesses and individuals can distinguish themselves from the standard perceptions, using time-honoured principles of customer service and applying them to the modern-day technical world of insurance.
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