Course curriculum

    1. When Customers Hear “Your Story,” it Changes Everything

    2. How to Become an IFA

    3. A Mortgage is How You Use It

    4. Farmville and Investment Products

    5. How to be better than an AI ChatBot

    6. Here are the six final tips to make a seamless referral to a protection specialist

    7. How to Refer Your Client to the Protection Specialist – Part 1 of 2

    8. To Fee of Not to Fee

    9. Stay Unique in Your Content

    10. Diversifying with Lions

    11. The Financial Life Pyramid

    12. Markets in Financial Instruments Directive (MiFID)

    13. How to Advise Protection following a Mortgage

    14. Equity Release on Buy-to-Let Properties

    15. Making Invisible Visible

    1. The Inner Game of Referrals

    2. Ping it Back

    3. Yawning and Rapport

    4. Boost Your Sales Efficiency With These Four Time-Saving Techniques

    5. Whisper To Be Believed

    6. How to Avoid a Behavioural Bias

    7. What’s Your Vanilla State of Mind?

    8. How To Get A Good Internal Vibe

    9. The Art of En Rapport

    10. Are You Always on the Lookout for Change?

    11. When Customers Hear "Your Story," it Changes Everything

    12. The Adviser, AI and Clients - How to Work Together

    13. What's the Greatest Motivation Ever?

    1. 2025 April 14 – Four-Tax Cheat-sheet, CGT Dozen, and Inner Game of Referrals

    2. 2025 April 07 – Stamp Duty Calculations & Building Rapport

    3. 2025 March 24 - Changes for the New Tax Year

    4. 2025 March 03 - Business Borrowers, Buy-to-Let and Avoiding Behavioural Bias

    5. 2025 February 24 - Mortgage Prisoners + Vulnerable Borrowers

    6. 2025 February 17 – Training & Competence + Consumer Credit

    7. 2025 February 10 - Law of Contract, Agency Law and Duty of Disclosure

    8. 2025 February 03 – Deposits, Who's Involved in the Investment Market and Rapport

    9. 2025 January 27 - VAT, Universal Credit, and Adapting to Change

    10. 2025 January 20 – 7 CeMAP-Style Questions on Inheritance Tax

    11. 2025 January 13 - Investment Trusts

    12. 2025 January 06 - Borrowers Struggling to Borrow

    1. Whisper to be Believed

    2. A Vanilla State of Mind in Coaching

    3. Influencing Effectively

    4. The Hidden Bias Stopping First-Time Buyers

    5. Unlock Your Inner Vibe with Powerful Memory Triggers

    6. Master the Art of Rapport Building

    7. Navigating the Future - Adapting to Modern Technology

    8. When Customers Hear “Your Story,” it Changes Everything

    9. Discover Your True Purpose for Lasting Success

    1. April's Topic - Softenting Your Questionning

    2. March's Topic: The 5 Speaker Profiles - Mastering the Leveller

    3. February's Topic - Client Commitment

    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

About this course

  • Free
  • 276 lessons
  • 33.5 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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