Previous events
All previous events
R02- Investment Principles and Risk Revision Day- 09/07/2021
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.
View event detailsWebinar - Public Liability: where are we heading? A review of recent case law
Recent case law in the area of public liability has revealed some trends in the way that the courts are dealing with liability issues.
View event detailsWebinar - Ecopsychology: the impact of your surroundings on well-being and productivity
Ecopsychology is the growing science of the impact our immediate surroundings have on our mental well-being and in turn our productivity.
View event detailsPractical Soft Skills Workshop- Masterclass 30/06/2021
This one-day course focuses on the tiny details that make the difference between good client relationships and great client relationships. During the day you will learn what your communication style says about you and how you can adapt the way that you communicate to instantly build rapport with those around you.
View event detailsPractical Soft Skills Workshop- New Starters 29/06/2021
This one-day course focuses on building great client relationships. You will learn techniques to build trust and move fluently through the meeting agenda, whilst maintaining focus on the client’s needs. You will learn the six key questions that achieve a real understanding of the client’s objectives, enable you to recommend solutions based on real understanding and produce a compliant file.
View event detailsR06 - Financial Planning Practice Revision Day- 25/06/2021
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 July 2021 exam.
View event detailsCert CII Fast Track Remote Learning Programme
The Insurance Institute of York, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Certificate in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Cert CII in 11 weeks through structured learning. If you would like to advance your CII qualifications, now is the time to do so.
View event detailsWebinar: Directors and Officers insurance overview
The webinar will briefly explain the history of D&O and how the D&O marketplace is changing dramatically due to the economy.
View event detailsWebinar - Communicating with Vulnerable Customers
This training session corrects this common mistake by providing key skills necessary to ensure that you are able to communicate clearly and effectively with vulnerable customers.
View event detailsSummer Golf Meet up
The places will be allocated on a first-come basis and it is restricted to members of our golfing society on this occasion. (Although if take up is low then guests will be included) The cost is £30 per person. If you wish to eat before or afterwards please make your own arrangements
View event detailsWebinar - Meetings: making more of less
This session will look at the science behind meetings in terms of when it is necessary to have meetings, how to plan for meetings, how to ensure they are more productive and how to ultimately reduce the number of necessary meetings. To take account of new working practices, this session will explore virtual as well as face-to-face meetings.
View event detailsAF5 - Financial Planning Process Revision Day- 28/05/2021
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 June 2021 exam.
View event detailsWebinar - Discovery-Driven Planning: how to plan for and create genuine change and innovation in uncertain times
Discovery-driven planning is the process of converting assumptions into knowledge. It is an ongoing process and in a fast-changing working environment, this has never been more important.
View event detailsWebinar - 70 : 20 : 10 Shifting learning away from the training room
Did you know we learn more from making a mistake than getting it right first time… that’s not to say mistakes are to be welcomed, but it’s great to have opportunities to try things out for yourself and see what happens.
View event detailsR01- Financial Services, Regulations & Ethics Revision Day- 07/05/2021
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.
View event detailsWebinar - Drafting Policies to Match Brand Promises, Marketing Messages and Consumer Expectations
The FCA test case in 2020 and other events in recent years have negatively impacted the reputation of the insurance industry.
View event detailsAF2 - Business Financial Planning Revision Day- 23/04/2021
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.
View event detailsWebinar - Diversity in Communication: how to communicate with a wider and more diverse audience
This webinar will teach key communication strategies to ensure that, whether it be internal or external communications, you communicate with a wider and more diverse audience and avoid miscommunication or misunderstanding with people who are different to you.
View event detailsWebinar - How digital technologies are transforming the insurance market
You can’t read an insurance publication without reading about how the insurance market is or is about to be transformed by technology and for those of us who started out in insurance with a fax machine it can be overwhelming! Certainly, video conferencing, cloud-based document management systems and other digital technologies have served us well in the pandemic but what other technologies will truly help us look after our customers better in the future? Are these technologies a threat or an opportunity?
View event detailsWebinar - Hard Talk: how to communicate with customers about price rises and other impacts of a hard market
This webinar will provide you with communication strategies that will enable you to communicate with clients in a way that keeps them on board now and for the future.
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