This is a list of every available course on Connect LMS. Any course to which you have access will say “Enrolled” or “Completed” on it. Click to the menu option at the top of the page called ‘my courses’ to see just the courses you are enrolled in. If you are interested in any of the other courses that are currently unavailable for you to access or know of a topic for which there isn’t yet a course, drop us a line.
CCA Permissions Sign-off Experienced adviser
This course will need to be completed to obtain your advice permissions for this area. As you go through your initial training and sign off there are various sections to complete that will credit you with appropriate CPD as you finish them.
DASHBOARD: Zurich
This course is a part of Lender Digital Learning, complete all steps to be allocated CPD.
DASHBOARD: Guardian
This course is a part of Lender Digital Learning, complete all steps to be allocated CPD.
L&G | DASHBOARD
This course is a part of Lender Digital Learning, complete all steps to be allocated CPD.
DASHBOARD: Vitality
This course is a part of Lender Digital Learning, complete all steps to be allocated CPD.
DASHBOARD: Aviva
This course is a part of Lender Digital Learning, complete all steps to be allocated CPD.
Fraud Prevention – Good practice guide
This course contains a good practice guide, produced by Halifax of current trends of fraud in the market today, and the steps you should take to try and prevent it.
23 – Second Charge Mortgages
This Course will guide you through the process for advising on Second charge mortgages. It is essential that you pass this course to be able to advise on second charge mortgages rather than refer them.
Sales Skills Masterclass
This course contains 2 recent presentations on soft sales skills for gaining clients interest in protection and to generate more referrals, along with an offer of further training support
23 CAS – Obtaining Competent Adviser Status
This course contains a number of lessons that you can access at any time that will help you with any areas of the advice process that you need a reminder of
DASHBOARD | Royal London
This course contains a number of Webinars provided by Royal London to improve your general protection knowledge and understanding of their products. Each Webinar is on a separate lesson in this course and after watching it you can claim a CPD certificate for the time spent.
23 – Vulnerable Customers
This course will cover the the types of customer vulnerability, the importance of recognising vulnerable customers, and how to ensure you are doing the right thing in how to treat these customers.
23 – CRITICAL ILLNESS* 5 WAYS PROTECTION PLANS CAN PROVIDE IMMEDIATE VALUE
Use this course if you need to boost your protection CPD to reach the minimum 15 hours.
23 Critical Illness * Some Illness Conditions – what is covered *
Use this course if you need to boost your protection CPD to reach the minimum 15 hours.
23 * WHY INCOME PROTECTION INSURANCE IS ESSENTIAL
Use this course if you need to boost your protection CPD to reach the minimum 15 hours.
23 Protection – WHEN IS MEDICAL EVIDENCE AUTOMATICALLY REQUESTED… EVERYTHING YOU NEED TO KNOW
Use this course if you need to boost your protection CPD to reach the minimum 15 hours.
DASHBOARD: Stonebridge Protect
This course is a part of Lender Digital Learning, complete all steps to be allocated CPD.
DASHBOARD: SDL Surveying
This course is a part of Lender Digital Learning, complete all steps to be allocated CPD.
CCA Permissions Sign-off New Adviser
This course will need to be completed as you go through your initial training to receive advising permissions for these areas. As you complete various training days you will be advised to complete the appropriate tasks within this course to show your progress and receive appropriate CPD points
Connect4 Virtual event June 2022 Attendance
For attendees of the 2022 Connect Conference to claim the CPD for the event.