Course curriculum

    1. Modern Mortgages That Empower Today’s Buyers

    2. How to Refer a Client to a Financial Adviser

    3. Face-to-Face or Remote?

    4. Don't Get Lost in the Index

    5. Be a Bit More Steve

    6. The Final Whistle for Human Referees (and Advisers)

    7. The 2025 Mortgage Network League Table

    8. Mastering the Pause

    9. The Right Type of Financial Adviser For Your Clients

    10. The Hidden Costs of Airbnb'ing Your Home

    11. From Mortgage Adviser to Financial Adviser

    12. A Clearer Look at Employee Benefits

    13. How to “Sell” Advice to Customers?

    14. What Mortgage Advisers Can Learn from a Dartmouth Bank Hub

    15. The Art of Conversation

    16. Labour Loves Later Life

    17. Re-Purpose – Don't Delete

    18. Have We Got Enough Later Life Advisers?

    19. Should Mortgage Brokers Worry About AI and Banks?

    20. Why Weight Loss Pills Could Shift Advising

    21. Understanding Client Perspectives on Inheritance

    22. Selling Protection Without Sounding Salesy

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

    24. How to Become an IFA

    25. A Mortgage is How You Use It

    26. Farmville and Investment Products

    27. How to be better than an AI ChatBot

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

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

    30. To Fee of Not to Fee

    31. Stay Unique in Your Content

    32. Diversifying with Lions

    33. The Financial Life Pyramid

    34. Markets in Financial Instruments Directive (MiFID)

    35. How to Advise Protection following a Mortgage

    36. Equity Release on Buy-to-Let Properties

    37. Making Invisible Visible

    1. AI Is the New Tractor

    2. Seagulls and Reframing Your View

    3. Handling Age As An Adviser

    4. Introducing Yourself Differently

    5. Small Adjustments Early Are the Answer

    6. The Glastonbury Effect - Why Trainers Must Think Like Musicians

    7. The Power of Taking Action Daily

    8. It’s Like Shouting Through the Letterbox

    9. It Was Like An Exam

    10. What's The Future Of Learning

    11. Reinventing how you introduce yourself

    12. From DimDim to 3D My Online Presentation Epiphany

    13. Avoiding Zoom Waiting Room Wilderness

    14. An Itchy Back Needs A Good Scratch

    15. Why Referrals Matter More Than You Think

    16. The Inner Game of Referrals

    17. Ping it Back

    18. Yawning and Rapport

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

    20. Whisper To Be Believed

    21. How to Avoid a Behavioural Bias

    22. What’s Your Vanilla State of Mind?

    23. How To Get A Good Internal Vibe

    24. The Art of En Rapport

    25. Are You Always on the Lookout for Change?

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

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

    28. What's the Greatest Motivation Ever?

    1. 2025 September 29 – Mortgage Stress, CeMAP 3 Case Study & Reframing Sales

    2. 2025 September 22 – Land Registration & Storytelling in Advice

    3. 2025 September 15 - Property Trusts, CeMAP 3 Case Study & Negotiation Skills

    4. 2025 September 01 – Vulnerable Clients & Handling Age as an Adviser

    5. 2025 August 18 – Modern Valuations, Surveys & Selling with Sunshine

    6. 2025 August 11 - Global Economic Co-operation and How Tax Shapes Financial Advice

    7. 2025 August 04 – Managing the Economy and Balance of Payments

    8. 2025 July 21 – The Main Markets Explained and the New Government Mortgage Guarantee

    9. 2025 July 14 - Buildings and Contents Revisited

    10. 2025 June 16 - Higher Lending Charges & the 60:20:20 Rule for Sales Success

    11. 2025 June 02 – Residence Nil Rate Band (RNRB) Explained

    12. 2025 May 27 – Additional Security for Mortgage Lenders

    13. 2025 May 19 – Low Start Mortgages

    14. 2025 May 12 – CeMAP 3 Case Study

    15. 2025 April 28 – Buying and Selling Costs

    16. 2025 April 14 – Four-Tax Cheat-sheet, CGT Dozen, and Inner Game of Referrals

    17. 2025 April 07 – Stamp Duty Calculations & Building Rapport

    18. 2025 March 24 - Changes for the New Tax Year

    19. 2025 March 03 - Business Borrowers, Buy-to-Let and Avoiding Behavioural Bias

    20. 2025 February 24 - Mortgage Prisoners + Vulnerable Borrowers

    21. 2025 February 17 – Training & Competence + Consumer Credit

    22. 2025 February 10 - Law of Contract, Agency Law and Duty of Disclosure

    23. 2025 February 03 – Deposits, Who's Involved in the Investment Market and Rapport

    24. 2025 January 27 - VAT, Universal Credit, and Adapting to Change

    25. 2025 January 20 – 7 CeMAP-Style Questions on Inheritance Tax

    26. 2025 January 13 - Investment Trusts

    27. 2025 January 06 - Borrowers Struggling to Borrow

    1. Early Feedback - Avoid Business Disasters With These Tips

    2. Why Trainers Should Think Like Musicians in the Digital Age.

    3. The 60-20-20 Rule Every Adviser Must Follow

    4. Job Titles - Why They Don't Matter (For Clients)

    5. Avoiding Zoom Waiting Room Wilderness

    6. Itch and Scratch - Understanding Customer Needs for Sales

    7. Referrals - Why They're Your Best Marketing Secret

    8. Ping It Back - Master Sales Questions and Close Deals

    9. "Yawning and Rapport" – The Psychology of Mirroring

    10. Whisper to be Believed

    11. A Vanilla State of Mind in Coaching

    12. Influencing Effectively

    13. The Hidden Bias Stopping First-Time Buyers

    14. Unlock Your Inner Vibe with Powerful Memory Triggers

    15. Master the Art of Rapport Building

    16. Navigating the Future - Adapting to Modern Technology

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

    18. Discover Your True Purpose for Lasting Success

    1. October - Incubating Your Prospects

    2. September – Incubating Your Prospects

    3. August - AI Powered Sales Coaching

    4. July - Listen Like You Mean It

    5. June – Interrupt to Influence - The Shortcut to Shifting Minds

    6. May – It's Like

    7. April - Softening Your Questionning

    8. March - The 5 Speaker Profiles - Mastering the Leveller

    9. February - 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
  • 343 lessons
  • 39.5 hours of video content

Your Coach

Paul Archer FPSA CeMAP

Founder and Managing Director

Paul Archer began in the mortgage sector in 1983 - almost 45 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 networks, 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