Course curriculum

  1. 1
  2. 2
    • 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

    • Protection Advising – Quantifying and the CIG in CIGAR

  3. 3
  4. 4
    • Reminder on Trusts and Life Assurance

    • State Death Benefits

    • State Sickness Benefits

    • Welfare Benefits and Giving Financial Advice