This course is designed to ensure you have a broad understanding of all the different types of mortgages that you may receive enquiries from clients about. The course will also help you to understand the mortgage research process, and also how you can position the need for protection to your clients.
As advisers, there are key systems that you need to understand how to use to assist you in your day to day research of the most suitable options for your clients. In this lesson, you will learn how to use the lender research systems and also the systems for quoting and researching protection plans. You
(AL1) Adviser Systems Read More »
As advisers, there are key systems that you need to understand how to use to assist you in your day to day research of the most suitable options for your clients. In this lesson, you will learn how to use the lender research systems and also the systems for quoting and researching insurance plans. You
AR Level One – Adviser Systems Read More »
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
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
As a minimum, you require 25 hours (1500 points) of CPD each year for mortgages if you have regulated permissions or 10 hours (600 points) if you only carry permissions for unregulated business. In addition you will require 15 hours (900 points) of CPD for Insurance. On occasion, you will be undertaking CPD away from
NON LMS CPD RECORDS 2024 Read More »
As a minimum, you should aim for around 40 hours (2400 points) of CPD each year for mortgages and 15 hours (900 points) of CPD for protection sales. On occasion, you will be undertaking CPD away from the Connect Learning Management System but will still wish to record the CPD hours undertaken. For example, you
CPD EXTERNAL TRAINING RECORDS Read More »
