Events
Forthcoming events
CPD Webinar: Advanced Marine Cargo Insurance
If you participated in our previous Introduction and Intermediate sessions earlier in the year by now your confidence and knowledge of marine cargo insurance should mean there are no sleepless nights but every now and then there is the nightmare …
We conclude this series by examining and exploring areas of marine cargo insurance that are often overlooked as they might not be relevant to our day to day role.
However, it’s always useful to expand knowledge and ‘see the bigger picture’.
This session will look at Letters of Credit, the claims process and international legislation as well as other issues that can arise from time to time when dealing with cargo insurance.
Tue 01 Oct 12:00 pm – 1:00 pm
Alan Hornby, Chartered Insurance Practitioner,
AI and the Future of Insurance: Envisioning Tomorrow’s Journey - NE Regional Confe
If you understand and use AI effectively it is a valuable tool, helping to provide professional client service, not your replacement. This event explores what AI means for the future of insurance, with a speaker panel of leading experts.
Tue 08 Oct 9:30 am – 4:30 pm
Wayne Calderbank, Claims Consortium Group
Building Rapport in a Hybrid World
Whether we are working with prospects, existing clients, the insurance market, co-workers, or other stakeholders it is essential that we can quickly establish [and reestablish] rapport. Rapport also plays a role in building a wider
relationship of trust.
Wed 09 Oct 12:00 pm – 1:00 pm
Nick Thomas, Nick Thomas Associates
Why Underinsurance in Home Contents is so Prevalent, and Practical Tips/Tools
Underinsurance is a major issue in the industry – many reports suggest that around 2/3 of homes are underinsured. Unfortunately, the same is often true for the contents in those homes.
Why is this, and what can insurers and brokers do about it?
Thu 10 Oct 12:00 pm – 1:00 pm
Rachel Doerr, Doerr Dallas
Sales Innovation for Financial Planners- 15/10/2024
This one-day training programme is designed to equip financial planners with cutting-edge sales techniques that complement their marketing activity to help them stand out in a competitive market. The training will cover a range of innovative strategies, from leveraging virtual events to implementing client referral programs and consultative selling approaches.
Tue 15 Oct 9:30 am – 4:00 pm
Adam Owen, NextGen Planners Ltd
Beyond AI – Creating a world class client experience- 16/10/2024
The integration of artificial intelligence presents both opportunities and challenges. This training day is designed to equip financial advisers with the skills and knowledge necessary to enhance their client experience, ensuring they remain competitive and relevant. The program will cover the fundamentals of AI, its impact on client interactions, and strategies to leverage AI while maintaining a human touch. Through a combination of theoretical insights and practical exercises, participants will learn how to create a superior client experience that integrates the best of both human and AI capabilities.
Wed 16 Oct 9:30 am – 4:00 pm
Adam Owen, NextGen Planners Ltd
Previous events
Member's Benefits & Personal Brand - Phil Turner CPD Session
One man’s journey from DJ’ing for U2 to feeding McFly to stand-up comedy ten-word stories through to being the President of the Local Business Rotary Club and working for the CII – along with a smattering of THE Heavyweight Champion of the World Muhammad Ali and how future thinking can play a key part in your personal development.
Wed 25 Sep 12:00 pm – 1:00 pm
Phil Turner,
R06 - Financial Planning Practice Revision Day- 19/09/2024
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the October 2024 exam.
Thu 19 Sep 9:30 am – 4:30 pm
Darren Slater FPFS, Cert SMP,
2024 PFS Tyne Tees Conference
All PFS Members are welcome. The Tyne Tees PFS Committee invite you to attend a full day event aimed at all individuals within the financial planning profession.
Thu 19 Sep – Wed 18 Sep
PFS Tyne Tees Chartered Breakfast Event
All PFS Members are welcome. The Tyne Tees PFS Committee invite you to attend an interactive breakfast workshop in Durham, aimed at all individuals within the financial planning profession.
Thu 19 Sep 8:00 am – 8:45 am
AF4 Investment Planning Revision Day- 16/09/2024
The content of the day will be to go over exam technique, areas of knowledge and run through practice questions based upon trainer’s knowledge and experience.
Mon 16 Sep 9:30 am – 4:30 pm
Darren Slater FPFS, Cert SMP,
AF5 - Financial Planning Process Revision Day- 09/09/2024
The content of the day will be to go over exam technique and potential questions as the trainer will have the fact find that will be used in the September 2024 exam.
Mon 09 Sep 9:30 am – 4:30 pm
Darren Slater FPFS, Cert SMP,