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EVENT DETAILS

Event Information

Get yourself prepared for exam success with our bitesize revision workshop!

Our CII Tutors will cover the key technical content from the chapters being discussed in each session. Clarifying complex topics with examples and discussion, and test your understanding using CII exam-style questions. SESSIONS COVERED CHAPTERS 1 AND 4 EVENT INFORMATION: By the end of this session, you will be able to:

Understand the role of an insurance broker
Identify the benefits of brokers to clients and insurers
Describe the different types of brokers found in the market
Explain the different services provided by brokers
Explain the law of agency
Describe the roles of principals and agents

CHAPTERS 2 AND 3 EVENT INFORMATION: By the end of this session, you will be able to:

Understand the process behind providing insurance products
Define the principle of Good Faith
Identify different ways of gathering material information
Understand how brokers deal with claims
Explain the stages of risk management
Define delegated authority

CHAPTER 5 EVENT INFORMATION: By the end of this session, you will be able to:

Describe FCA regulated activities
Understand the supervision of regulated firms
Define the Principles for Business
Understand the Insurance: Conduct of Business Sourcebook
Identify the different stages of Money Laundering
Understand GDPR and the Data Protection Act

CHAPTERS 6 AND 7 EVENT INFORMATION: By the end of this session, you will be able to:

Explain different monies held by insurance brokers
Understand the impact of IDD
Describe the importance of retaining clients and new business
Understand the importance of good market conduct
Explain the role of the FOS
Describe the impact of errors and omissions

How to Use

How to Use
Treat the workshop as an opportunity to clarify doubts, sharpen your exam technique, and boost your confidence for the real exam!

Come Prepared

Review your study materials and note down any topics or questions you’re struggling with.

Bring your CII textbook, notes, and a list of specific areas you want to focus on.

Be Active and Engaged

Participate in discussions and activities and don’t be afraid to ask questions.

Take notes on key points, especially tips and techniques shared by the Tutor.

Focus on Exam Technique

Pay close attention to any practice questions or mock exam sections.

Use the Workshop as a Springboard

After the session, review your notes and tackle any remaining weak areas.

Delivery / Access

The workshop will take place on Microsoft Teams. Places are limited. You’ll receive an email confirmation with the link and joining instructions.

Cancellation Policy:

The viability of a workshop is based on minimum delegate numbers.

If you need to cancel your space, please let us know in writing as soon as possible and no later than 48 hours prior to the start date and time of your Workshop.

Cancellations after this point will not be refunded unless a replacement delegate can be found, as this would impact on the course for your fellow delegates.

If BTS cancels the workshop, the cost of attending the workshop will be refunded in full.