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Insurance & Risk Courses

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Insurance & Risk CPD Courses and Workshops Available

  • Willis Towers Watson

    ABC & IQ of Technology

    Willis Towers Watson

    Managing the many forms of risk is essential to the DNA of any organisation. Without appropriate protection; companies cannot grow. The Client Academy provides knowledge through a... Read more

  • FE- Financial Express

    Module 1 - Analytics Essentials

    FE- Financial Express

    Lay the foundations for full and effective use of Analytics with an introduction to each of the main tool types; key settings to be aware of; efficient processes; shortcuts; and account... Read more

  • FE- Financial Express

    Module 2 - Fund Research

    FE- Financial Express

    Cover a range of tools that can be deployed to scan the entire market to find instruments that match your criteria; and those of your clients; with ease and precision.

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  • FE- Financial Express

    Module 3 - Fund Analysis

    FE- Financial Express

    Explore tools to gain a thorough understanding at the fund level of past performance; risk profiles; composition; manager track record; and interrelationships.

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  • FE- Financial Express

    Module 4 - Portfolio Design & Construction

    FE- Financial Express

    How to design; build; and analyse portfolios tailored to specific clients and risk profiles.

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  • FE- Financial Express

    Module 5 - Portfolio Reporting; Client Review; and Winning New Business

    FE- Financial Express

    From the all-important first meeting; through reporting; to review; this session identifies tools to produce effortless; professional reports and effective sales set-pieces.

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  • FE- Financial Express

    FE Analytics Training Roadshow

    FE- Financial Express

    The full-day on-site Analytics training programme; delivered by an expert Training Consultant; provides a broad overview of FE Analytics features to be used in a variety of settings... Read more

  • FE- Financial Express

    FE Analytics On-Site Training – Full Day

    FE- Financial Express

    The full-day on-site Analytics training programme; delivered by an expert Training Consultant; provides a broad overview of FE Analytics features to be used in a variety of settings... Read more

  • Johnston Carmichael

    JC Exchange Event

    Johnston Carmichael

    A list of the upcoming JC Exchange events at the various Johnston Carmichael locations is below. The next JC Exchange Glasgow event will take place at the Johnston Carmichael W. George... Read more

  • FE- Financial Express

    FE Analytics On-Site Training – Half Day

    FE- Financial Express

    The half-day on-site Analytics training programme; delivered by an expert Training Consultant; provides a concise but detailed overview of key Analytics programme features. We give a... Read more

  • Unum Ltd

    The Work and Mental Health Workshop

    Unum Ltd

    The Work and Mental Health workshop focuses on both the fast-growing awareness and the importance of good mental health and wellbeing in the workplace. Helping staff prevent mental... Read more

  • Introduction to AlphaDex® – Building A Better Portfolio

    First Trust Global Portfolios

    AlphaDEX is a rules-based index methodology based on the premise of selecting securities with value and momentum factors. At its core it seeks to select and weight stocks from... Read more

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