Courses for Network Members
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.
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
AR Membership Basics Course Read More »
Find a whole range of guidance around how to increase your leads through marketing in this course.
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
AR Compliance Course 2023 Read More »
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
AR COMPLIANCE COURSE NON SELLING DIRECTOR 2023 Read More »
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
AR Compliance Course 2024 Read More »
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
AR COMPLIANCE COURSE NON SELLING DIRECTOR 2024 Read More »
