Paul spends 15 minutes giving you a 101 on the topic of trusts and life assurance. So many mortgage advisers are thinking about protecting their clients now and many feel their understanding of trusts is quite limited from the CeMAP alone, so Paul takes you through what you need to do. Remember our Winter Cohort #2 starts on 11th January which will get you through the CeMAP exams plus teach you how to do the job, and with so many advisers now taking up self-employment positions, many find themselves on their own without decent coaching or mentoring. http://www.advisercpd.com/
To play the media you will need to either update your browser to a recent version or update your Flash plugin
Paul Archer is a financial services specialist. He has worked with clients in the UK and worldwide in developing their knowledge and skills. He has worked with companies in the UK, USA, Europe, Middle East, India and the Far East sharing best practice from the UK – arguably the most developed and most competitive services sector in the world. He has 35 years of business experience, working with banks, building societies, insurers and brokers. For the last 19 years, he has managed his own training business. Level 4 qualified and holds the mortgage adviser certificates and speaks regularly for the Society of Mortgage Professionals on mortgage-related sales and technical topics and works regularly for the Chartered Insurance Institute delivering technical and skills workshops.
View all posts by: Paul Archer