Course Tag: CNM

Courses for Network Members

Business Loans

The purpose of this course is for you to understand the business solutions that are available in order for you to be able to present the best solution for your self employed clients needs and how to access them. Communicating with your clients on these solutions will help you to build or continue to have …

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Do your own APPs training

Back in May 2019, we launched an additional service for our Network Members called ‘Do your own DIP’, allowing you to have more flexibility and greater control in scenarios where a case is urgent or it is more complex than the standard. We have recognised that many of our Network Members would also like the …

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Protection CPD

For advisers with Protection permissions, you need to complete a minimum of 15 hours per year of protection CPD. This includes advisers who are active in just buildings and contents protection plans in addition to those providing sales and advice if life and ill-health protection. Use this course to help boost your CPD in this …

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Do your own DIP training

DOING YOUR OWN DIPS Connect Network is unique in offering, at no cost to its Network Members, support with submitting Decision-in-Principles to lenders, leaving members more time to advise clients. We recognise however that in some cases, advisers need to have greater control, maybe because a case is urgent or it is more complex than …

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How to use Connect LMS

Connects Learning Management System is a great way for you to increase your knowledge, which in turn improves your ability to maximise the benefit of any potential business opportunities at the same time. Using this system helps you to stay compliant too but in a more fun and interactive way. Take your annual compliance tests …

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AR Membership Basics Course

Anyone new to the Connect Network, or anyone doing their first case since attending training, will benefit from taking this course as a refresher on how to get your first cases underway. This course covers the process, using OMS the customer management system, document templates available in BOX and how to access the Operations Manual …

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Marketing

Find a whole range of guidance around how to increase your leads through marketing in this course.

AR Compliance Course 2021

If you have recently joined Connect, you will have already covered this content as part of your induction training and so will not need to take it again immediately.  This course will ensure you have a full understanding of the compliance requirements of being part of a mortgage advising business. The FCA are one regulatory …

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