Paul Archer PDF

Mortgage Adviser CPD Programme

Your Continued Professional Development - CPD - course. Weekly podcasts and/or video livestreams. Paul pops into Tivoli Studio most Monday mornings to chat with you about the latest mortgage sector news, views and personal insights.

Enroll for free

Course curriculum

1. The Financial Life Pyramid
2. Markets in Financial Instruments Directive (MiFID)
3. How to Advise Protection following a Mortgage
4. Equity Release on Buy-to-Let Properties
5. Making Invisible Visible
1. Are You Always on the Lookout for Change?
2. When Customers Hear "Your Story," it Changes Everything
3. The Adviser, AI and Clients - How to Work Together
4. What's the Greatest Motivation Ever?
1. 2025 January 27 - VAT, Universal Credit, and Adapting to Change
2. 2025 January 20 – 7 CeMAP-Style Questions on Inheritance Tax
3. 2025 January 13 - Investment Trusts
4. 2025 January 06 - Borrowers Struggling to Borrow
1. Navigating the Future - Adapting to Modern Technology
2. When Customers Hear “Your Story,” it Changes Everything
3. Discover Your True Purpose for Lasting Success
1. Boost Your Sales Efficiency With These Four Time-Saving Techniques
2. 4 Must-Have AI Tools for Mortgage Advisors - Boost Your Sales Today!
3. Mastering Objection Handling - The COB Framework for Sales Success
4. How to Create Engaging Presentations that Drive Action
5. Is Your Sales Process Fit for Purpose - The Funny Truth about Grocery Deliveries
6. AID - A Game-Changing Technique to Enhance your Presentations
7. 10 Engaging Methods to Captivate Your Audience Online
8. Conquer Your Public Speaking Fears - Top Tips to Calm Nerves
9. How to Handle the Fee Objection
10. Mastering the Art of Online Sales Pitches
11. Is Organic Communication Dying?
12. Disprupting Our Fee Model
13. Why 'Trust Me' Can Backfire in Customer Service
14. How Focusing Your Mortgage Business Can Boost Success and Client Engagement
15. Master the Art of Human Connection
1. Unblocking Your Goal Setting - 2024 January 08
2. 4 Parallels describing IFAs - 2024 January 15
3. Two Selling Protection Tips - 2024 January 22
4. Selling IPP - Top Tips - 2024 January 29
5. Protection Gap Coaching - 2024 February 05
6. NLP Communication Techniques for Advisers - 2024 February 12
7. Tax Allowances and Sole Trader Taxation Changes - 2024 February 19
8. CeMAP 3 Case Study - 2024_February 26
9. Further CeMAP 3 Case Study - 2024 March 04
10. Holiday Lets and Business Property Relief - 2024 March 11
11. AIM ISAs and SAMs - 2024 March 18
12. Another CeMAP 3 Case Study - 2024 March 25
13. One More CeMAP 3 Case Study - 2024 April 08
14. 2024 Tax Cheat Sheet - 2024 April 15
15. High-Income Child Benefit Charge Opportunites - 2024 April 22
16. New Pension Allowances and Contributions 2024/2025 - 2024 April 29
17. ISA Refresh 2024 - 2024 May 13
18. National Insurance 2024 - 2024 May 20
19. CGT and Dividend Tax 2024 - 2024 June 03
20. SDLT for 2024 - 2024 June 10
21. State Pensions - 2024 June 17
22. Life Policy Underwriting Claiming - 2024 June 24
23. CeMAP 3 Case Study 2024 July 08
24. CeMAP 3 Case Study - 2024 July 15
25. CeMAP 3 Case Study - 2024 July 23
26. A Brief History of Regulation - 2024 July 29
27. CeMAP Changes for 2024/2025 - 2024 Aug 05
28. Leasehold Freehold Reform Act 2024 - 2024 Aug 12
29. Hierarchy of Financial Needs - 2024 September 02
30. CeMAP and Beyond - 2024 Sept 09
31. Domicile Revisited - 2024 Sept 16
32. Payment Systems Regulator - 2024 Sept 23
33. Potential Budget Changes Tech Update - 2024 October 07
34. How to Choose Your Mortgage Network - 2024 October 14
35. Mortgage Deed - Examined- 2024 October 21
36. Socio Economic Trends 2024 October 28
37. Niche Your Mortgage Business 2024 November 11
38. Changing Pension Rules and the IHT Advantage 2024 November 18
39. Carer’s Allowance Reforms 2024 November 25
40. How to Refer to a Protection Specialist 2024 December 02
1. Green Mortgages - Blossom or Dead Wood?
2. Have we forgotten the art of customer service?
3. ESG - The Green Investing Revolution or Fad?
4. How to Sell IPP at DIP
5. The FCA Directory - How Brokers Can Benefit
6. We Need to Talk about Early Repayment Charges on Equity Release
7. Shared Ownership - Rebooted for 2024
8. Always Have an Underlying Higher Purpose
9. Marketing - Two Crucial Questions for You?
10. Changes to GDPR Now UK in Charge
11. The Power of Commonground - Revisited
12. How to Save Time
13. The New Route to Financial Adviser
14. Long-Term Care - How Relevant is it for Mortgage Advisers
15. Ethical Advising in Financial Services
16. Has your Tech Moved with The Times
17. How Lenders Fund their Lending
18. Facemasks and Consumer Duty
19. 10 Qualifying Secrets
20. Turn up the Heet
21. Re-Purpose - Don't Delete
22. Coming to a Cinema Near You...
23. The Leasehold and Freehold Reform Act 2023
24. Steps to Become a Financial Adviser
25. Mortgage Adviser Direction of Travel 5 Insights Shared
26. Unfamiliar to familiar
27. Mind Your Language when Advising Protection I
28. Mind Your Language when Advising Protection II
29. Changes to Debt Relief Orders
30. Now That's in My Head
31. Seven Mindset Shifts for Morgage Advisers - Part One
32. Seven Mindset Shifts for Morgage Advisers - Part Two
33. Final Part - Seven Mindset Shifts for Morgage Advisers
34. Stress Test Beyond Mortgage Payments
35. Scare Tactics of Old
36. The Key to Successful Client Relationships - Regular Reviews
37. How to be Attractive to Clients
38. The Beach Hut Nightmare
39. We Must Accept Responsibility to Advise
40. What is Market Abuse?
41. Beware a Restricted Market
42. The True Art of Influencing
43. Seven Useful Zoom Reminders
44. Free Verses Paid Online CPD
45. Pre-Empting Protection Objections
1. Must Do's in a Stagnant Economy for 2024
2. Coaching - What's it really all about
3. How to Re-purpose for Maximum Impact
4. Training and Muscle Memory
5. Zoom New Features
6. Here's a 9 Box Grid for Factfinding
7. How to Remove Risk for Your Customer
8. How to Prioritise In Today's Frazzled World
9. A Simple Way to Fix a Salesperson's Low Performance
10. The Demise of the Album
11. How to Market with a CODE
12. Spotting Business on Your Doorstep
13. How to Market to Individuals
14. Sales Indicators and Cholesterol
15. Leveraging the Netfix Model
16. Self Develop or Wither on the Vine
17. Social Postings and the Stagnant Pond
18. What Goes Around, Comes Around
19. What are you comparing that to?
20. The Most Common Sales Manager Disease
21. 6 Ways to Dynamise Your Online Slides
22. How to be Better than AI Based Chat Bot Assistants
23. AB Negative, She Said
24. Boost Your Sales Efficiency With These Four Time-Saving Techniques
25. Four AI You Should Have as a Saleperson
26. How to Persuade An Audience
27. How To Encourage Your Audience To Take Action
28. The Sainsbury Delivery Driver
29. AID'ing Your Audience
30. Welcome to the Pleasure Dome
31. Stay Unique in Your Content
32. Customers Act Only When It's Urgent
33. 10 Easy Ways to Engage an Online Audience
34. Free vs. Paid Online CPD
35. The Classic Sales Pitch Online
36. Seven Useful Zoom Reminders
37. The Demise of Organic Communication
38. Tips To Improve Online Meetings
39. Elevate Your Questioning
40. Your Face Speaks Volume
41. Laying Strong Foundations
42. The Joy of a Queue-Free Pharmacy - and the Power of Automation
43. Mastering the Timeless Art of Human Connection
1. Weekly Insights
2. Paul Archer's Mortgage Insights - 2023 March 27th - CGT Conversations and Protecting Your Premiums
3. Paul Archer's Mortgage Insights - 2023 April 03 - The New Tax Year 23/24
4. Paul Archer's Mortgage Insights - 2023 April 17 - CGT and Pension Contributions
5. Paul Archer's Mortgage Insights - 2023 April 24 - AI 0 Advisers 1 plus The Married Couples Allowance
6. Paul Archer's Mortgage Insights - 2023 May 02 - Welfare Benefits for New Tax Year
7. Paul Archer's Mortgage Insights - 2023 May 15 - 100% Mortgages and Lead Gen
8. Paul Archer's Mortgage Insights - 2023 May 22 - SDLT - 9 Broker Scenarios
9. Paul Archer's Mortgage Insights - 2023 May 30 - Pensions Credit and UK Bond Market Turmoil
10. Paul Archer's Mortgage Insights - 2023 June 05 - Dividend Taxation and Embracing AI
11. Paul Archer's Mortgage Insights - 2023 June 12 - Personal Allowances and Types of Advice
12. Paul Archer's Mortgage Insights - 2023 June 26 - Helping Clients with Cost issues
13. Paul Archer's Mortgage Insights - 2023 July 03 - Selling Protection and ERCs in ER
14. Paul Archer's Mortgage Insights - 2023 July 10 - The Mortgage Charter and How to Attract Clients
15. Paul Archer's Mortgage Insights - 2023 July 17 - Passporting, Commitment and Roofs
16. Paul Archer's Mortgage Insights - 2023 July 24 - TikTok Influencers and Commitment
17. Paul Archer's Mortgage Insights - 2023 July 31 - Savings Tax and Bagging Those FTBs
18. Paul Archer's Mortgage Insights - 2023 August 07 – Referral Opps, MoneyHelper and Collectives
19. Paul Archer's Mortgage Insights - 2023 August 14 – ER Dashboard and Vulnerable Customers
20. Paul Archer's Mortgage Insights - 2023 August 21 – Green Mortgages, Charges and Endowments
21. Paul Archer's Mortgage Insights - 2023 September 04 – CGT and Repossession Proceedings
22. Paul Archer's Mortgage Insights - 2023 September 11 – Flying Freehold and Customer Service
23. Paul Archer's Mortgage Insights - 2023 September 25 – Interest Only Updated and MCOBs
24. Paul Archer's Mortgage Insights - 2023 October 02 – MCOBs 3 and 4 - Guardians
25. Paul Archer's Mortgage Insights - 2023 October 09 - The Residential Mortgage Market and UK Lending
26. Paul Archer's Mortgage Insights - 2023 October 16 – Tax Cheat Sheet and MCOB 4
27. Paul Archer's Mortgage Insights - 2023 October 23 – MCOB 6 & 7 and Handling Negative Self Talk
28. Paul Archer's Mortgage Insights - 2023 October 30 – Shared Ownership rebooted plus MCOB 11
29. Paul Archer's Mortgage Insights - 2023 November 06 – Selling GI and Boosting your MOJO
30. Paul Archer's Mortgage Insights - 2023 November 13 – A Timely Refresher on Money Laundering
31. Paul Archer's Mortgage Insights - 2023 November 20 – Wales' Rescue and Myths of Common Law.
32. Paul Archer's Mortgage Insights - 2023 November 27 – Product Transfer Triage and Autumn Statement
33. Paul Archer's Mortgage Insights - 2023 December 04 – CeMAP 3 Case Study Dissected
34. Paul Archer's Mortgage Insights - 2023 December 11 – Leasehold Reform
35. Paul Archer's Mortgage Insights - 2023 December 18 – Auto Enrolment
1. 2023 May 15 - How Mortgage Advisers Can Help Asset-Rich Clients
2. 2023 May 22 - Selling Protection with NLP
3. 2023 May 29 - Like Feeding the Seals in the Zoo
4. 2023 June 05 - A Shrewd Shortcut for our Route To Financial Adviser
5. 2023 June 12 - You're Merely the Custodian
6. 2023 June 19 - The All New 100% Mortgage
7. 2023 June 26 - Types of Financial Advice
8. 2023 July 03 - Kitchen Design versus Adviser Factfinding
9. 2023 July 10 - A Smart Influencing Technique
10. 2023 Jul 17 - Selling your Worth in a Tough Market
11. 2023 July 24 - How to Automate your CPD
12. 2023 July 31 - Equity Release Rebooted for Mid 2020s
13. 2023 August 07 - How to Reach Lead Generation Nirvana
14. 2023 August 14 - Tax on Savings Interest - A Contemporary Twist
15. 2023 August 21 - MAPS is Now MoneyHelper
16. 2023 August 28 - Appointed Representatives - Rebooted
17. 2023 September 04 - It's all about Market Share
18. 2023 September 11 - The 2023 UK Mortgage Charter
19. 2023 September 18 - The Future of Lead Generation for Advisers - Part One
20. 2023 September 25 - The Future of Lead Generation for Advisers - Part Two
21. 2023 October 02 - Rent a Room - For Distressed Borrowers
22. 2023 October 09 - Curiosity is Key in Advising
23. 2023 October 16 - Lending on Flying Freehold
24. 2023 October 23 - What's Gone Wrong with Equity Release and How to Fix it
25. 2023 October 30 - A Row of Indentical Pumpkins
26. 2023 November 06 - The Power of GI
27. 2023 November 13 - A Timely Refresher on Money Laundering - Part One
28. 2023 November 20 - A Timely Refresher on Money Laundering - Part Two
29. 2023 November 27 - Affordability in the Later Life Marketplace - Part One
30. 2023 December 04 - Affordability in the Later Life Marketplace - Part Two
31. 2023 December 11 - Vulnerable Clients - Do the Right Thing
32. 2023 December 18 - Wales' Mortgage Support Scheme
1. 2023 September 17 - Embrace AI but Unlearn First
2. 2023 September 24 - A Blueprint for the Modern BDM
3. 2023 October 02 - 10 Qualifying Secrets
4. 2023 October 09 - Bat Out of Hell
5. 2023 October 15 - Turn Up The Heet
6. 2023 October 22 - How to be Attractive to Clients
7. 2023 October 29 - Facemasks and Communication
8. 2023 November 05 - How to Counteract Camera Reluctance Online
9. 2023 November 12 - Thanks for the Memories
10. 2023 November 19 - A Prospecting Formula for Difficult to Reach Customers
11. 2023 November 26 - 10 Commitment Techniques
12. 2023 December 03 - Rishi and Pre-Empting Objections
13. 2023 December 10 - Now That's in My Head
14. 2023 December 18 - Beware of Averages

About this course

Free
240 lessons
30 hours of video content

Your Coach

Paul Archer FPSA CeMAP

Founder and Managing Director

[email protected]

Paul Archer began in the mortgage sector in 1983 - 40 years' experience. Mortgage Adviser, Financial Adviser, Manager, Consultant, Trainer and Coach. CeMAP qualified, Level 4 IFA qualified, equity release, supervisory qualified. Author of a myriad of technical texts spanning all areas for both the CII and the LIBF. All team are also fully qualified and experienced. Began teaching CeMAP in 1999, when it started, trained thousands of students. Founder and Managing Director of Archer Training Ltd in 2001 Working with dozens of banks, lenders, brokers and insurers in the UK and the world.

Recommended Courses

£199.00

£199.00Equity Release Bootcamp - ER1 and CeRER 2024/2025

Buy Now
£349.00

£349.00Mortgage Adviser Development Programme

Buy Now
£799.00

£799.00Route to Financial Adviser - DipFA

Buy Now

Mortgage Adviser CPD Programme

Course curriculum

2025 - Paul's Mortgage Updates and Articles - Published Weekly

2025 - Paul's Weekly Sales and Coaching Articles - Published Weekly

2025 - CeMAP Video Livestreams - Streamed Every Monday at Noon

2025 - Paul's Sales Tips as "Short" Videos - Recorded Weekly

2024 - Archive - Paul's Sales Tips as "Short" Videos

2024 - Archive - Weekly Video Livestream

2024 - Archive - Paul's Mortgage Updates and Articles

2024 - Archive - Paul's Weekly Sales and Coaching Articles

2023 - Archive - Weekly Video Livestream

2023 - Archive - Paul's Mortgage Updates and Articles

2023 - Archive - Paul's Weekly Sales and Coaching Articles

About this course

Your Coach

Paul Archer FPSA CeMAP

Founder and Managing Director

Recommended Courses

£199.00Equity Release Bootcamp - ER1 and CeRER 2024/2025

£349.00Mortgage Adviser Development Programme

£799.00Route to Financial Adviser - DipFA