Tag Archives: CPD

How to Enter the World of Mortgage Broking

Continuous streams of new people to the mortgage industry ask me the difference between a mortgage adviser and a mortgage broker. Many don't see the difference but believe me, there is. CeMAP was invented for the mortgage adviser. She worked in a bank or lender and advised the right mortgage for customers. Fully regulated, she…
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Measuring Your Self Development – KPIs for Mortgage Advisers

You measure everything else – results, profits, numbers, leads, sales and so on. We really ought to measure our learning. Learning comes in two segments: Learning you do yourself – reading, podcasts, YouTube, attending online classes, webinars. This is the lower-cost option Learning facilitated by your manager or coach. This is expensive. Measuring the first…
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How to do Unstructured CPD Properly

What does CPD and Pathe News have in common? read on, and I'll explain Firstly get your CPD recording automated. You can download apps to record these or buy a small learning diary to document your learning. CPD is either structured or unstructured - structured is formal learning such as online courses, workshops. Unstructured is…
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How to Smash Your CDP Targets

What do Bill Gates, Mark Zuckerberg and I have in common? We’re all self-directed learners. I’ve proudly been a self-directed learner since 1994 when I realised that no employer of mine was ever going to provide me with the training and development that I needed to make a success of my fledgeling career. Twenty-five years’…
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