Course curriculum

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

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

    3. To Fee of Not to Fee

    4. Stay Unique in Your Content

    5. Diversifying with Lions

    6. The Financial Life Pyramid

    7. Markets in Financial Instruments Directive (MiFID)

    8. How to Advise Protection following a Mortgage

    9. Equity Release on Buy-to-Let Properties

    10. Making Invisible Visible

    1. How to Avoid a Behavioural Bias

    2. What’s Your Vanilla State of Mind?

    3. How To Get A Good Internal Vibe

    4. The Art of En Rapport

    5. Are You Always on the Lookout for Change?

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

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

    8. What's the Greatest Motivation Ever?

    1. 2025 March 03 - Business Borrowers, Buy-to-Let and Avoiding Behavioural Bias

    2. 2025 February 24 - Mortgage Prisoners + Vulnerable Borrowers

    3. 2025 February 17 – Training & Competence + Consumer Credit

    4. 2025 February 10 - Law of Contract, Agency Law and Duty of Disclosure

    5. 2025 February 03 – Deposits, Who's Involved in the Investment Market and Rapport

    6. 2025 January 27 - VAT, Universal Credit, and Adapting to Change

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

    8. 2025 January 13 - Investment Trusts

    9. 2025 January 06 - Borrowers Struggling to Borrow

    1. The Hidden Bias Stopping First-Time Buyers

    2. Unlock Your Inner Vibe with Powerful Memory Triggers

    3. Master the Art of Rapport Building

    4. Navigating the Future - Adapting to Modern Technology

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

    6. Discover Your True Purpose for Lasting Success

    7. A Vanilla State of Mind in Coaching

    1. February's Topic: Client Commitment

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

    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
  • 260 lessons
  • 32 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.

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