Course Category: CIFA - CORE

This is the first level of course that all Connect Internal staff must complete

Core System

In this course, you will learn the basics on how to use the key systems that Connect use for managing and communicating with clients. These three systems are used by all team members regardless of their role, however, at a later point in your learning, you will also be introduced to systems that may be …

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Core Compliance 2019 (Yearly)

This course will ensure you have a full understanding of compliance requirements of being part of a mortgage advising business. The FCA are one regulatory body in our industry, but there are also regulations from other institutions, such as the ICO. To trade, you must have the appropriate permissions and also adhere to any regulations set by …

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Core Compliance 2020 (Yearly)

This course will ensure you have a full understanding of compliance requirements of being part of a mortgage advising business. The FCA are one regulatory body in our industry, but there are also regulations from other institutions, such as the ICO. To trade, you must have the appropriate permissions and also adhere to any regulations set by …

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Core Compliance 2021 (Yearly)

This course will ensure you have a full understanding of compliance requirements of being part of a mortgage advising business. The FCA are one regulatory body in our industry, but there are also regulations from other institutions, such as the ICO. To trade, you must have the appropriate permissions and also adhere to any regulations set by …

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Core General

One of Connects most important values relates to helping its team to build their knowledge so that they can deliver the highest possible customer experiences. This course contains three basic level ‘core’ lessons to ensure you have sufficient understanding about the basics of mortgages, principles of working with Connect and how we expect our customers to …

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