Legal issues surrounding the use of AI in the Financial Services Sector
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the final session of a trilogy of legal webinars provided by Blacks Solicitors.
Tue 23 Apr 12:30 pm – 1:30 pm
Christopher Connell, Blacks Solicitors LLP
In Person CPD Event: Networking - A Professional Approach
Networking has massive benefits to individuals and organisations on multiple levels, and yet many neglect it completely, go through the motions or treat it solely as an opportunity to get out of the office and blow off some steam.
This session, presented by Nick Thomas, emphasises a professional and structured approach to networking; exploring overall networking strategy, how to optimise results from specific events, and pays particular attention to networking for sales. It gives delegates the tools and insight to raise their networking game and reap the rewards for themselves and their employers.
Tue 23 Apr 12:30 pm – 1:30 pm
Nick Thomas, Nick Thomas & Associates
Annual General Meeting 2024
We need you! To get down to our AGM...
Your local institute council invites you to attend their 2024 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members for the forthcoming year.
If you feel you could make a positive contribution to your institute, it is an ideal first step to becoming involved.
Book your place today.
Tue 23 Apr 5:30 pm – 6:30 pm
CPD Webinar: Creating Constructive Conversation
Research shows that diverse groups perform better than homogenous ones.
Yet by its very nature diversity is often a trigger for conflict and stress. So how
do you create an environment where it is “safe” for everyone to speak up?
In this webinar, we explore the mindsets, habits and behaviours of constructive conversations.
Wed 22 May 12:30 pm – 1:30 pm
Tom Flatau, TWI
Menopause: What Everyone Needs to Know
The aim of the session is to raise awareness on menopause, to empower women and those that love them, and to share practical guidance on supporting someone (or yourself) through menopause.
Claire has over 20 years business ownership and corporate leadership experience, having established, run, sold and managed several businesses in the financial services sector.
Thu 23 May 12:00 pm – 1:00 pm
Claire Russell, Mental Health in Business
President's Message
Insurance Charities Awareness Week 2024 - Giveaways
The Insurance Charities is the only charity for the UK and Irish insurance industry, providing support for current and former insurance employees and their dependants since 1902. Last year they awarded over £1.3 million to support insurance people in need.
Fri 12 Apr. 2024
Wealth Preservation & Private Wealth and Succession
We work in a world of blended and changed family structures, we need to understand the legal constraints and opportunities when creating plans with our clients. Effective financial planning brings together emotional, financial and legal issues to help clients create, preserve and protect their wealth and income. Financial advisors and planners work with other professionals to create plans. Very often planning involves legal matters, being familiar with the legalities and knowing when to signpost to other professionals is a skill worth developing and we are delighted to invite you to book the second of a trilogy of legal webinars provided by Blacks Solicitors.
The final webinar in this trilogy is:
Legal issues surrounding AI 23rd April 2024
Separate information and booking details will be sent and in the meantime, please book this second event and encourage your work colleagues to join the webinar, it is open to all.
Thu 11 Apr 12:30 pm – 1:30 pm
Nick Rhodes, Blacks Solicitors LLP
Stay informed about local CPD
Update your CII preferences to receive local institute emails: 020 8989 8464 customer.serv@cii.co.uk
Login nowNot a CII member?
Members receive exclusive discounts on CII tuition, courses and exam entry.
Join online »