Previous events
All previous events
AF5 - Financial Planning Process Revision Day- 02/02/2022
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 February 2022 exam.
View event details
AF7- Pension Transfer Two Half Revision Days- 31/01/2022 & 01/02/2022
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 details
Webinar - Inner Critic part 1 Concept of success
This is a four part, interactive programme of 1 x hour sessions. It’s designed to help members of the CII develop their self-confidence, increase their motivation and build resilience so that they are in an even stronger position to deliver on the CII’s promise of trust, professionalism and standards. Drawing on cutting edge research, the programme is intended to be thought provoking and practical.
View event details
Webinar - SURE – a new technique to ensure clients have understood your advice
In this webinar, Jeff Heasman will outline his SURE technique for insurance and financial services professionals, based on concept checking, a method traditionally used in language teaching.
View event detailsWebinar - Restoring Trust in Insurance by improving customer service
At a time when the public image of insurance has never been in a more intensive spotlight, this webinar looks at the joint issues of customer service and trust – inextricably linked and vital to the future prosperity of the insurance sector.
View event detailsWebinar - An introduction to Parametric insurance
This introduction to parametric insurance is an excellent opportunity for delegates to develop their understanding of this type of insurance. Parametric insurance is not new but is being developed for SMEs and provides options for previously uninsurable risk, such as flood.
View event detailsWebinar - Developing a Growth mindset
Find out more about your own mindset and see how developing a growth mindset can help you get better results and achieve your potential in current and future roles.
View event details
Webinar - The purpose of duty and a major new approach to Professional Negligence claims from the Supreme Court
This session will take you through the decisions of the Supreme Court and provide guidance on how providers of professional services should be taking steps now to mitigate the risk of claim being made against them, as well as looking at how the decisions will impact claims.
View event details
Webinar - How to correctly advise your clients on setting correct indemnity periods
How to correctly advise your clients on setting correct indemnity periods under Business Interruption insurance policies. Brokers increasingly face Pi claims for failing to advise clients correctly on setting appropriate Business Interruption indemnity periods. This one hour webinar will examine all the different factors a client needs to take into account when setting an indemnity period.
View event details
North East Institutes Webinar: Building Resilience and Sustainability in the 21st Century
This webinar explores what the terms Resilience and Sustainability mean in an Insurance related context, including an overview of current legislation as it relates to building resilience and sustainability and an introduction to the imminent Building Safety Act. We also look at today’s housing stocks, current resilience measures (pre and post incident damage), and current innovative thinking.
View event details
Annual Dinner 2021
Our glamorous annual dinner will be held on Friday 26th November 2021 at 7pm at the Crowne Plaza, Newcastle. We are looking forward to an evening of entertainment, good food and lots of laughs - we hope to see you and your colleagues there.
View event detailsWebinar - Understanding and Addressing buying influences
Amongst other things, this seminar will look at types of buyers and their roles in the decision-making process.
View event details
Webinar - Negotiating and influencing - a sustainable model
Amongst other things, this session will look at building rapport – the importance of rapport in mutual influence, and how to achieve it at the different ‘neurological’ levels. The importance of rapport in negotiation.
View event detailsR04 Pensions and Retirement Planning Revision Day- 05/11/2021
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 - Sales, processes, planning and pipeline management
Amongst other things, this seminar will cover an overview of the core sales process, its importance, and the key activities at each stage.
View event detailsWebinar - Understanding Household Claims Handling
The webinar explores the importance of early notification of claim by the policyholder, what information a Personal Lines claims handler will typically seek and when they will use an outsourcer. The presentation will also explore the insurers obligations under the Enterprise Act 2016 and why they must settle promptly and finally we will explore when a policyholder can approach the FOS over a claim.
View event detailsWebinar - Household insurance– endorsements, conditions, warranties and policy wordings and the importance of getting it right
This webinar takes a plain English view of how the law and the Financial Ombudsman Service interpret endorsements, conditions, warranties and policy wordings and why it is so important to get this right.
View event details
Diploma in Insurance Online Training Programme
The Insurance Institutes of the North East, in partnership with the Worshipful Company of Insurers, is delighted to offer a fast track initiative to help members gain their Diploma in Insurance. This programme offers members the opportunity to benefit from a FREE study course specifically designed to help students attain their Dip CII in 14 months through structured learning. If you would like to advance your CII qualifications, now is the time to do so.
View event details
Webinar - Consultative Sales skills
Amongst other things, this session will cover the WHY of consultative sales - moving away from purely price and vendor status etc. Becoming a trusted adviser, avoiding objections and the natural close.
View event details
Webinar - Impactful online meetings
Amongst other things this seminar will cover an overview of the limitations of virtual meetings – compared to in-person meetings.
View event details