Broker Academy Regional Training Programme



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CII_3031- Academy Training Programme_V8 17/4/08 16:01 Page 1 Academy Regional Training Programme Get on course for business success CII Academy working in partnership with:

CII_3031- Academy Training Programme_V8 17/4/08 16:01 Page 2 Academy Regional Training This prospectus contains details on the Academy regional face-to-face training programme. The CII, in conjunction with BIBA and AXA, has created the Academy. This provides a co-ordinated approach to training and development activity for firms and individuals across the broking sector. In particular, the regional face-to-face training programme, which has been devised and developed in consultation with brokers, will bring practical training solutions to locations across the UK. It's what you want, where you want it. The emphasis with these courses is to provide expert coverage of technical, business, management and sales issues as well as supporting study for professional qualifications, thereby equipping individual brokers and their firms for success in a competitive market. In every case, courses are delivered by leading market practitioners who can share first-hand experience of the issues. The face-to-face format ensures a stimulating, challenging and rewarding group learning environment that allows delegates to network with fellow broking professionals, adding another dimension to the experience. Local delivery of these high-quality courses ensures the cost of attending is highly competitive with a days training typically priced from 99. At launch, we are offering more than 140 courses in the following regions: Anglia; East Midlands; West Midlands; Merseyside & Greater Manchester; Scotland; Yorkshire & Northern UK and West of England. Additional courses and venues will be added during the year in line with demand. You and/or any of your staff can book places on these courses by visiting: www.cii.co.uk/brokeracademy The portfolio of courses is extensive, but we are keen to hear of any additional topics that brokers would like to see covered. You can make suggestions for consideration or offer any other views via: brokeracademy@ssluk.net Additionally, we can, subject to minimum numbers, run these courses at your company premises or other chosen location and also tailor existing courses to align with the particular training objectives of your company. The following pages contain details of the face-to-face training programme. Academy regional training is delivered through Searchlight Training, a specialist insurance training provider. 2

CII_3031- Academy Training Programme_V8 17/4/08 16:01 Page 3 Contents Course Listings 4 > Anglia Region 5 > East Midlands Region 6 > Merseyside and Greater Manchester Regions 7 > West Midlands Region 8 > West of England Region 9 > Yorkshire and Northern Region 10 > Scotland 3

CII_3031- Academy Training Programme_V8 17/4/08 16:01 Page 4 Anglia Region Technical Level Date Cost per delegate Marine Cargo and Goods in Transit Business Skills Date Cost per delegate Introduction 23 Apr 08 99.00 120.00 Business Interruption Intermediate 28 May 08 99.00 120.00 Commercial Property Intermediate 12 Jun 08 99.00 120.00 Construction Introduction 31 Jul 08 99.00 120.00 Contract Works Intermediate 17 Sep 08 99.00 120.00 Engineering and Inspection Introduction 12 Nov 08 99.00 120.00 Communication Skills 08 Apr 08 99.00 120.00 Letter and Report Writing Skills 10 Apr 08 99.00 120.00 Customer Care Skills 13 May 08 99.00 120.00 Influencing Skills 01 Oct 08 99.00 120.00 Self Management and Personal Effectiveness 13 Nov 08 99.00 120.00 Management Skills Date Cost per delegate Introduction to Management 02 Apr 08 99.00 120.00 Managing Difficult People 02 Jul 08 99.00 120.00 Managing Performance of Sales Teams 24 Apr 08 99.00 120.00 Sales and Relationship Management Skills 10 Jun 08 99.00 120.00 Negotiation Skills 18 Jun 08 99.00 120.00 Networking Skills 18 Sep 08 99.00 120.00 Unless otherwise notified courses will take place at: AXA, Suffolk House, Civic Drive, Ipswich, IP1 2AN Searchlight Training 4

CII_3031- Academy Training Programme_V8 17/4/08 16:01 Page 5 East Midlands Region Technical Level Date Cost per delegate Liability Intermediate 08 Apr 08 99.00 120.00 Motor Technical Technical 09 Apr 08 99.00 120.00 Business Interruption Intermediate 14 Apr 08 99.00 120.00 Introduction to Introduction 22 Apr 08 99.00 120.00 Claims Introduction 07 May 08 99.00 120.00 Marine Cargo and Goods In Transit Introduction 22 May 08 99.00 120.00 Professional Indemnity Intermediate 10 Jun 08 99.00 120.00 Commercial Packages Introduction 09 Jul 08 99.00 120.00 Contract Works Intermediate 06 Aug 08 99.00 120.00 Personal Accident and Sickness Introduction 09 Sep 08 99.00 120.00 Underwriting and Risk Assessment Introduction 24 Sep 08 99.00 120.00 Construction Introduction 07 Oct 08 99.00 120.00 Motor Trade Introduction 14 Oct 08 99.00 120.00 Marine Cargo and Goods In Transit Intermediate 04 Nov 08 99.00 120.00 Household Intermediate 11 Nov 08 99.00 120.00 Directors and Officers Liability Intermediate 12 Nov 08 99.00 120.00 Business Skills Date Cost per delegate Management Skills Date Cost per delegate Letter and Report Writing Skills 03 Jun 08 99.00 120.00 Customer Care Skills 11 Aug 08 99.00 120.00 Meeting Skills 18 Sep 08 99.00 120.00 Time Management 21 Oct 08 99.00 120.00 Self Management and Personal Effectiveness 11 Dec 08 99.00 120.00 Change Management 23 May 08 99.00 120.00 Managing Difficult People 13 Nov 08 99.00 120.00 Introduction to Management 06 Jun 08 99.00 120.00 Sales and Relationship Management Skills 23 Sep 08 99.00 120.00 Unless otherwise notified courses will take place at: Oval Broking Ltd, 5 Western Boulevard, Leicester, LE2 7EX Searchlight Training 5

CII_3031- Academy Training Programme_V8 17/4/08 16:01 Page 6 Merseyside and Greater Manchester Regions Technical Level Date Cost per delegate Environmental Risks Intermediate 24 Apr 08 109.00 130.00 Professional Indemnity Introduction 30 Apr 08 99.00 120.00 Motor Fleet Introduction 14 May 08 99.00 120.00 Risk Management and Putting It Into Practice Intermediate 15 May 08 99.00 120.00 Commercial Introduction 20 May 08 99.00 120.00 Contract Works Intermediate 03 Jun 08 99.00 120.00 Business Interruption Intermediate 06 Jun 08 99.00 120.00 Liability Intermediate 17 Jun 08 109.00 130.00 Professional Indemnity Intermediate 24 Jun 08 109.00 130.00 Liability Introduction 01 Jul 08 99.00 120.00 Contractors Liability Intermediate 08 Jul 08 99.00 120.00 Claims Introduction 10 Jul 08 99.00 120.00 Directors and Officers Liability Introduction 15 Jul 08 99.00 120.00 Intermediate 14 Oct 08 99.00 120.00 Commercial Property Introduction 27 Oct 08 99.00 120.00 Motor Fleet Intermediate 18 Nov 08 99.00 120.00 Commercial Property Intermediate 25 Nov 08 99.00 120.00 CII Examination Revision Days Date Cost per delegate Business Skills Date Cost per delegate Management Skills Date Cost per delegate Time Management 22 Apr 08 99.00 120.00 Letter and Report Writing Skills 25 Jun 08 99.00 120.00 Customer Care Skills including Awkward and Angry Customers CII Certificate in Exam Revision Day (IF1) 02 Apr 08 99.00 120.00 CII Diploma in Exam Revision Day (P01) 10 Oct 08 99.00 120.00 25 Sep 08 99.00 120.00 Performance Appraisals 16 Sep 08 99.00 120.00 Unless otherwise notified courses will take place at: AXA, 42-44 Fountain Street, Manchester, M2 2EX. Sales and Relationship Management Skills 05 Jun 08 99.00 120.00 Searchlight Training 6

CII_3031- Academy Training Programme_V8 17/4/08 16:01 Page 7 West Midlands Region Technical Level Date Cost per delegate Engineering and Inspection Directors and Officers Liability Introduction 08 Apr 08 99.00 120.00 Intermediate 09 Apr 08 99.00 120.00 Property Claims Introduction 15 Apr 08 99.00 120.00 Marine Cargo and Goods In Transit Intermediate 20 May 08 99.00 120.00 Liability Intermediate 11 Jun 08 99.00 120.00 Motor Fleet Intermediate 23 July 08 99.00 120.00 Marine Cargo and Goods In Transit Introduction 06 Aug 08 99.00 120.00 Introduction to Introduction 03 Sep 08 99.00 120.00 Professional Indemnity Intermediate 11 Sep 08 109.00 130.00 Directors and Officers Liability Intermediate 17 Sep 08 99.00 120.00 Engineering and Inspection Intermediate 07 Oct 08 99.00 120.00 Liability Advanced 08 Oct 08 109.00 130.00 Contractors Liability Intermediate 09 Oct 08 99.00 120.00 Commercial Property Intermediate 03 Dec 08 99.00 120.00 Business Skills Date Cost per delegate Management Skills Date Cost per delegate Self Management and Personal Effectiveness 10 Jul 08 99.00 120.00 Presentation Skills 05 Aug 08 99.00 120.00 Introduction to Management 08 May 08 99.00 120.00 Team Leadership 12 Jun 08 99.00 120.00 Performance Appraisals 25 Sep 08 99.00 120.00 Delegation Skills 11 Nov 08 99.00 120.00 Sales and Relationship Management Skills 04 Jun 08 99.00 120.00 Unless otherwise notified courses will take place at: AXA, City Plaza, Temple Row, Birmingham, B2 5AF. Searchlight Training 7

CII_3031- Academy Training Programme_V8 17/4/08 16:01 Page 8 West of England Region Technical Level Date Cost per delegate Directors and Officers Liability Introduction 10 Apr 08 99.00 120.00 Claims Introduction 22 Apr 08 99.00 120.00 Marine Cargo and Goods In Transit Introduction 29 Apr 08 99.00 120.00 Environmental Risks Intermediate 13 May 08 109.00 130.00 Commercial Introduction 27 May 08 99.00 120.00 Professional Indemnity Intermediate 24 Jun 08 99.00 120.00 Liability Intermediate 26 Jun 08 99.00 120.00 Marine Cargo and Goods In Transit Intermediate 08 Jul 08 99.00 120.00 Contractors Liability Intermediate 10 Jul 08 99.00 120.00 Directors and Officers Liability Intermediate 27 Aug 08 99.00 120.00 Introduction to Introduction 15 Sep 08 99.00 120.00 Liability Advanced 07 Oct 08 109.00 130.00 Contract Works Intermediate 27 Nov 08 99.00 120.00 CII Examination Revision Days Date Cost per delegate Business Skills Date Cost per delegate Management Skills Date Cost per delegate CII Certificate in Revision Day (IF1) 07 Apr 08 99.00 120.00 CII Diploma in Revision Day (PO1) 03 Oct 08 99.00 120.00 Time Management 09 May 08 99.00 120.00 Influencing Skills 10 Oct 08 99.00 120.00 Coaching Skills 05 Sep 08 99.00 120.00 Introduction to Management 21 Nov 08 99.00 120.00 Sales and Relationship Management Skills 09 Jun 08 99.00 120.00 Unless otherwise notified courses will take place at: AXA, Greyfriars, Lewins Mead, Bristol, BS1 2LR Searchlight Training 8

CII_3031- Academy Training Programme_V8 17/4/08 16:01 Page 9 Yorkshire and Northern Region Technical Level Date Cost per delegate Assess user Business Continuity Planning Introduction 02 Apr 08 99.00 120.00 Business Interruption Intermediate 16 Apr 08 99.00 120.00 Engineering and Inspection Introduction 23 Apr 08 99.00 120.00 Motor Trade Introduction 07 May 08 99.00 120.00 Commercial Property Intermediate 21 May 08 99.00 120.00 Contractors Advanced 11 Jun 08 109.00 130.00 Liability Introduction 18 Jun 08 99.00 120.00 Environmental Risks Advanced 25 Jun 08 109.00 130.00 Commercial Property Introduction 02 July 08 99.00 120.00 Introduction to Introduction 10 Sep 08 99.00 120.00 Contract Works Intermediate 22 Oct 08 99.00 120.00 Business Interruption Intermediate 29 Oct 08 99.00 120.00 Personal Lines Introduction 05 Nov 08 99.00 120.00 Motor Fleet Intermediate 12 Nov 08 99.00 120.00 Liability Introduction 26 Nov 08 99.00 120.00 Professional Indemnity Intermediate 03 Dec 08 99.00 120.00 CII Examination Revision Days Date Cost per delegate Management Skills Date Cost per delegate CII Diploma in Revision Day (PO1) 09 Apr 08 99.00 120.00 CII Certificate in Revision Day (IF1) 08 Oct 08 99.00 120.00 CII Certificate in Revision Day (IF2) 09 Oct 08 99.00 120.00 Essential Leadership Skills 17 Sep 08 99.00 120.00 Sales and Relationship Management Skills 03 Sep 08 99.00 120.00 Awkward or Angry Customers and Influencing Skills 01 Oct 08 99.00 120.00 Unless otherwise notified courses will take place at: AXA Leeds, Bank House, 27 Kings Street, Leeds, LS1 2HL Searchlight Training 9

CII_3031- Academy Training Programme_V8 17/4/08 16:01 Page 10 Scotland Technical Level Date Cost per delegate Assess user Commercial Property Advanced 22 May 08 109.00 130.00 Contractors Advanced 03 Jun 08 109.00 130.00 Motor Fleet Intermediate 05 Jun 08 99.00 120.00 Directors & Officers Liability Intermediate 11 Jun 08 99.00 120.00 Property Claims Intermediate 26 Jun 08 109.00 130.00 Marine Cargo & Goods in Transit Intermediate 23 Sep 08 99.00 120.00 Professional Indemnity Intermediate 01 Oct 08 109.00 130.00 Liability Advanced 29 Oct 08 109.00 130.00 Business Interruption Advanced 05 Nov 08 109.00 130.00 Contractors Advanced 11 Nov 08 109.00 130.00 Management Skills and Development Date Cost per delegate Essential Leadership Skills 11 Sep 08 99.00 120.00 Sales and Relationship Management Skills 22 May 08 99.00 120.00 Venue details will be confirmed at a later date. Searchlight Training 10

CII_3031- Academy Training Programme_V8 17/4/08 16:01 Page 11 11

CII_3031- Academy Training Programme_V8 17/4/08 16:01 Page 1 Academy Regional Face-to-Face Training is delivered by: Searchlight Training Tel: +44 (0)1372 361177 Fax: +44 (0)1372 361175 email: brokeracademy@ssluk.net web: www.cii.co.uk/brokeracademy The Chartered Institute 2007 CII_3031