Courses for just Internal team
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 »
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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.
Find a whole range of guidance around how to increase your leads through marketing in this course.
Liz and the Connect team regularly write blogs and articles for the mortgage press. Take a look at the following articles and read those of interest to you so you increase your knowledge of the specialist market. You will receive 10 CPD points for each article you read. Don’t forget to click complete once your upload
This course is for you to develop your own Personal Development Plan of training. Read the guidance that will give you food for thought about what to consider when developing your plan. Upload your plan to the course and then review the plan regularly with your line manager to track how you are doing against
Personal Development Plan (PDP) Read More »
In this area, you are able to earn CPD points for reading the most recent magazine from Business Moneyfacts This magazine tracks the BTL, Bridging and Commercial mortgage market and provides detail about criteria, rates and general BTL, Bridging and Commercial news.
Business Moneyfacts Read More »
Need to understand a bit more about what a lender does? Click on your chosen lenders lesson and learn all about their criteria while you earn CPD points! You will need to view and complete all the sub-sections for your chosen lender, confirm your learning outcomes from the lesson and mark the lesson complete to
It is important that the compliance team have a strong understanding of regulatory and risk requirements. This course will ensure members of the compliance team have a robust understanding of the company’s compliance policies, risk management and the FCA requirements.
