Long Term Care Exam Workshop

Supporting good customer outcomes

Our Long Term Care Exam Workshops have been designed for the Long Term Care Insurance Exam. This is a standalone qualification to help you enhance your advice process.

Our workshops are free of charge to attend and have been designed to support experienced advisers who wish to provide more holistic financial advice for customers who may need additional support.

You’ll be provided with:

  • Three distance-learning modules
  • A day-long training course with Canada Life

The course will help to break down and review the syllabus, and is designed to support you to pass the CII CF8 exam.

Please note: These workshops are solely for advisers wishing to sit their CII CF8 exam. This exam is a standalone module, and will not meet the FCA requirements for advice in Long Term Care without being alongside another approved qualification such as the Diploma in Regulated Financial Planning, Diploma in Financial Planning and Certificate in Financial Planning or equivalents from another examining body.

  • Understanding of what Long Term Care is
  • Understanding the assessment process
  • Understanding how to engage with external support agencies
  • Understanding Long Term Care products
  • The workshops are a day-long workshop
  • Our Long Term Care Exam Workshops are free to attend
  • The exam is not included in the workshop
  • Attending our Long Term Care Exam Workshop does not mean you have passed your exam. You must book your exam separately, and all associated fees are payable by you.
  • Canada Life do not take any responsibility for advice given following attendance of these workshops.

Timings

Agenda

9:30 am

Arrival - teas/coffees

10:00 am

Introduction 

Understanding the Exam

What is Long Term Care

Roles and Responsibilities

11:15 am

Teas/coffees break

11:30 am

The Assessment Process

12:30 pm

Lunch

1:00 pm

Working in the Long Term Care Market

Long Term Care Insurance Products

2:30 pm

Teas/coffees break

2:45 pm

Benefits

Case studies

4:00 pm

Close

Exact timings may vary from venue to venue, but all events will open at 9:30am for a 10am start, and close at 4pm.

Date

Location

Venue

Tuesday 14 May

Bristol

Double Tree by Hilton Bristol

Wednesday 15 May

Southampton

St Marys Stadium

Thursday 16 May

London

110 Cannon street

Tuesday 21 May

Solihull

The Regency Hotel

Wednesday 22 May

Manchester

Hotel Football

Thursday 23 May

Leeds

Mercure Leeds Parkway Hotel

 

Location

Parking information

Bristol

Complimentary on site parking available.

Delegates must register their car registration plate at reception for complimentary parking. If details are not registered, a non-refundable parking fine will be sent.

If delegates are staying overnight, a £15 charge applies

Southampton   

Complimentary on site parking available.

Delegates will be issued a ticket upon entry. When leaving, each delegate must return the ticket to the security person on the barrier and the barrier will be opened.

London

No on site parking available

Solihull

Complimentary on site parking available

Manchester

Complimentary on site parking available

Leeds  

Complimentary on site parking available

When and where are the events?

The events take place throughout 2019

Book your place

Is an agenda available?

You can view an agenda for the training day on the Agenda & Speakers page.

What should I do once I arrive at my chosen event?

You will receive more details by email in the run up to the event. Once you arrive at your location there will be a Canada Life representative there to welcome you.

I have dietary/accessibility requirements

When you are registering to attend your event online, please let us know of any dietary or accessibility requirements.

What isn't included in the event?

Travel to and from the venue, overnight accommodation and any other associated expenses are also the responsibility of individual delegates.

When will I receive my CPD Certificate?

Once you have completed your course material and attended an event, you will be automatically supplied electronic copy of your CPD Certificate shortly after the event. If you don’t receive an email from us, please let us know.

How can I qualify for structured CPD?

You can qualify for structured CPD by passing the optional assessment, which will ask you a series of questions about topics covered in the Workshop. A link to this assessment will be sent by email to attendees following the event.

My question is not listed here, who should I contact?

Please contact hf-support@canadalife.co.uk with any other questions.


This website is for UK professional advisers only and is not approved for use by private customers.

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority.