Thank you for attending the recent Connect4 virtual event, we hope you found it useful and informative. Please complete the learning objectives section within the lesson attached to this “course” which will credit you with 140 CPD points. You can re-watch the event in this video or proceed to the Learning Outcome module below.
Connect4 Virtual event June 2022 Attendance Read More »
Thank you for attending the recent Connect Conference at the London Stadium, we hope you found the day useful and informative. Please complete the learning objectives section within the lesson attached to this “course” which will credit you with 4 hours of Mortgage CPD (240 points) for the day.
Connect Conference 2022 Attendance Read More »
Development finance is a viable short-term funding option for many types of property projects, from regulated self-builds to the construction of multiple units for profit. The funds of a development loan can be used to purchase and build on previously undeveloped land, to renovate existing properties, or to convert currently uninhabitable buildings (such as disused
What is ‘development finance’? Read More »
As an adviser or Network Member of Connect, you are automatically enrolled in FIBA membership at no cost. FIBA is a Modern Organisation dedicated to supporting all types of professional finance intermediaries in growing their business and delivering excellent products and services to their clients. More information can be found on their website https://www.fiba.org.uk/ and in this
During the pandemic, there have been several ‘Virtual’ presentations delivered by the Connect team and the panel of lenders. This course contains the slides and where available, any additional notes and recordings of the events, so you can access the information if you missed the event or would like to refresh your memory. There is
Kick off the Week – Presentations Read More »
During the pandemic, there have been several ‘Virtual’ presentations delivered by the Connect team and the panel of protection providers. This course contains the slides and where available, any additional notes and recordings of the events, so you can access the information if you missed the event or would like to refresh your memory. There
Virtual Training Sessions Library – Protection Read More »
It is a known fact that obtaining new clients is more time consuming and costly than keeping existing clients. However, many advisers focus more of their efforts and budget on obtaining new clients. Adopting a client retention strategy and embedding this into the culture of your business, will help you to gain more repeat business
Building Existing Customer Relationships Read More »
There is no excerpt because this is a protected post.
Protected: Business Loans Read More »
Advice Matters is our monthly magazine designed specifically for you. It aims to inform and challenge readers and report on topics and events of interest to professional advisers. The magazine is aimed at advisers in the wealth market as well as protection advisers. If you would like to subscribe to the magazine, you can
ZURICH – Advice Matters Newsletter Read More »
Advisers with Protection permissions need to complete a minimum of 15 hours a year of protection CPD. This includes advisers who are active in just buildings and contents insurance as well as those advising on life, critical illness and income protection insurances. This general course can help you boost your CPD points in these areas.
