Course Content

    1. The Financial Impact of Death and Illness

    2. Protection Priorities for Clients

      FREE PREVIEW
    3. Audio Download - Protection Trends and Needs

    1. Welfare Benefits - an Overview of the Summary Sheet

    2. Welfare Benefits in Event of Death

    3. Welfare Benefits in Event of Sickness and Illness

    4. Welfare Benefits in Event of Disability

    5. Welfare Benefits for Extra Income

    6. Universal Credit

    7. Child Benefit and Paying Back

    8. Support for Mortgage Interest (SMI) - in Detail

      FREE PREVIEW
    9. The State Pension Scheme

    10. The State Pensions Credit

    11. Audio Download - Welfare Benefits

    1. Whole of Life Policies Dissected - Live Recording

    2. Life Assurance (Term Assurances) to Protect Mortgages

    3. Relevant Life Plans

    4. Protecting a Joint Mortgage

      FREE PREVIEW
    5. Calculating Life Premiums

    6. Trusts and Life Assurance

    7. Riders – Bolt-ons for Protection Plans

    8. Life Assurance and Underwriting

    9. Life Policies and Assignments

    10. Life Assurance and Claims

    11. Audio Download - Life Assurance - Part One

    12. Audio Download - Life Assurance - Part Two

    1. Examination Tax Table 2022/2023

    2. Life Assurance Funds

    3. Life Assurance and Chargeable Gains

    4. Taxation of Investment Bonds

    5. Bonds - Top Slicing Dilemma and Various Uses

    6. Taxation of Life Policies - Various Questions Examined

    7. A Reintroduction to Inheritance Tax (IHT)

    8. Inheritance Tax Planning with Life Assurance

    9. Inheritance Tax and Lifetime Gifts

      FREE PREVIEW
    10. Funding Your Inheritance Tax Bill with Life Assurance

    11. Audio Download - Taxation of Life Protection

    1. Income Protection Insurance (IPI)

    2. Income Protection Plans - Dissected in Detail

      FREE PREVIEW
    3. Group Income Protection Plans

    4. Live Session on Income Protection Insurance - 42 Minutes Long

    5. Audio Download - Income Protection

About this course

  • £225.00
  • 87 lessons
  • 12.5 hours of video content

Course Tutor

Paul Archer

Founder and Managing Director

Paul Archer began in the mortgage sector in 1983 - 35 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.