Missed a Webinar?
The following videos are recorded workshops and webinars available for your purchase. They can be viewed within the learning module page of your account dashboard, in your own time. Each recording has a short quiz or simple assessment for completion once you have watched it, in order for structured CPD points to be awarded. Recorded webinars are available where live sessions are not planned.
V194UNMASK
Through a personal lines fire and general lens, we will look at what a customer must prove when making a claim. With a technical breakdown and examples of all the ways claims can fall outside the scope of policy cover. You’ll be asked to make decisions as if you were the IFSO Scheme case manager, using modified IFSO Scheme complaints.
|
|
|
V119BRAND
Discover your personality type and what sets you apart from the rest.
|
|
|
V190MBIT
mBIT & NLP stands for - Multiple Brain Integration Techniques & Neuro Linguistic Programming
This session will look at how these can affect the successfulness of clients understanding and accepting financial advice
|
|
|
V239VULN
There is a developing practice regarding the appropriate advice processes and client care when clients are in vulnerable circumstances.IFSO Scheme Case Manager, Sharee Lowe will share some of the IFSO Scheme case studies and insights into the many faces of vulnerability and how Financial Advice Providers and their advisers can identify and respond to clients in vulnerable circumstances
|
|
|
V242VULN
In this learning session, we will examine the topic of clients in vulnerable circumstances. This session aims to share our understanding of the causes of vulnerability, your role in supporting them and things you can put in place to help you demonstrate you are assisting these customers to have good outcomes.
|
|
|
V191PROF
What amounts to professional advice
|
|
|
V154CLIM
Over the forthcoming decade, risks and opportunities associated with climate change are likely to be significant for companies, financial services providers and their clients.
|
|
|
V54NEG
This webinar is webinar 4 which is part of a negotiation course that consists of six webinars each around 60 minutes long. At the end of each webinar there will be a short assignment. Upon completion of the full course attendees will be issued with a completion certificate. There is also the option of undertaking any of the webinars individually and not as part of the certificate course as each is ‘self-contained’. There is also an additional complaint handling webinar for those interested.
|
|
|
V89REG
Tracey Cross and Mark Williamson of DLA Piper will present a webinar on the changing regulatory world for insurance brokers.
|
|
|
V95BAILEE
Learn about Bailee’s Liability?
|
|
|
|
|