Course curriculum

  1. 1
  2. 2
  3. 3
    • Welfare Benefits in Event of Death

    • Welfare Benefits in Event of Sickness and Illness

    • Welfare Benefits in Event of Disability

    • Welfare Benefits for Extra Income

    • Universal Credit

    • Support for Mortgage Interest (SMI) - in Detail

      FREE PREVIEW
    • The State Pension Scheme

    • The State Pensions Credit

    • Audio Download - Welfare Benefits

  4. 4
    • Whole of Life Policies Dissected - Live Recording

    • Life Assurance (Term Assurances) to Protect Mortgages

    • Relevant Life Plans

    • Protecting a Joint Mortgage

      FREE PREVIEW
    • Calculating Life Premiums

    • Trusts and Life Assurance

    • Riders – Bolt-ons for Protection Plans

    • Life Assurance and Underwriting

    • Life Policies and Assignments

    • Life Assurance and Claims

    • Audio Download - Life Assurance - Part One

    • Audio Download - Life Assurance - Part Two

  5. 5
    • Examination Tax Table 2020/2021

    • Life Assurance Funds

    • Life Assurance and Chargeable Gains

    • Taxation of Investment Bonds

    • Bonds - Top Slicing Dilemma and Various Uses

    • Taxation of Life Policies - Various Questions Examined

    • A Reintroduction to Inheritance Tax (IHT)

    • Inheritance Tax Planning with Life Assurance

    • Inheritance Tax and Lifetime Gifts

      FREE PREVIEW
    • Funding Your Inheritance Tax Bill with Life Assurance

    • Audio Download - Taxation of Life Protection

  6. 6
  7. 7
    • Critical Illness Plans

    • Critical Illness - Dissected in Detail

    • Audio Download - Critical Illness

  8. 8
  9. 9
  10. 10
    • Business Insurance

    • Key Person Insurance

    • Key Person Insurance - Calculating Cover

    • Key Person Insurance and Underwriting

    • Shareholder Protection Insurance

    • Partnership Protection

    • Business Finance and Loan Protection

    • Audio Download - Business Protection

  11. 11
    • Protection Factfinding - The CIG in CIGAR

    • Advising Life Assurance - The Steps

    • Copy of Audio Download - Factfinding and Quantifying Needs

  12. 12
    • Protection Qual Specimen Test Pack

    • CeMAP 1 Online Test Pack

  13. 13
    • Revision Tips

    • Protection Qual Revision Guide

    • CeMAP 1 Revision Guide

    • CeMAP 2 Revision Guide

    • CeMAP 3 Revision Guide

  14. 14
    • Mortgage Livestream - 2021 August 09 - Rise of the Megabroker, Bridging and Coaching Protection

    • Mortgage Livestream - 2021 August 16 - Protection

    • Paul Archer’s Mortgage Livestream - 2021 August 23 - Bolt Ons for Protection and Closing

    • Paul Archer's Mortgage Livestream - 2021 September 06 - How to Become a Mortgage Broker

    • Paul Archer's Mortgage Livestream - 2021 September 13 – Long Term Care

    • Paul Archer's Mortgage Livestream - 2021 September 20 - AR v DA

    • Paul Archer's Mortgage Livestream - 2021 October 11 - MMT and Scots Law on Tenure

    • Paul Archer's Mortgage Livestream - 2021 October 18 – Metaverse and Income Tax

    • Paul Archer's Livestream - 2021 October 25 - Budget, Diversification and Guiding Your Client

    • Paul Archer's Mortgage Livestream - 2021 November 01 - Adviser Implications from the Budget plus taxation update for 2021/22

    • Paul Archer's Mortgage Livestream - 2021/11/15 - BNPL, Land Registration and Protection Selling Tips