Course curriculum

  • 1

    An Introduction

  • 2

    Sales Process and Infographics

    • The Entire Mortgage and Protection Adviser Sales Process

    • Protection Selling Blueprint Infographic

    • Modern Factfinding - Part One - The Factfind Infographic

    • Modern Factfinding - Part Two - The Lifeline

    • Modern Factfinding - Part Three - The Protection Discussion

    • Whole Part Whole - How to Sell a Full Service to Clients

  • 3

    Protection Selling Skills

  • 4

    Technical Knowledge Update

    • Reminder on Trusts and Life Assurance

    • State Death Benefits

    • State Sickness Benefits

    • Welfare Benefits and Giving Financial Advice