Course curriculum

    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. 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. 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

About this course

  • Free
  • 224 lessons
  • 28 hours of video content

Your Coach

Paul Archer FPSA CeMAP

Founder and Managing Director

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.

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