Paul at https://www.archercourses.com joins you this morning with two updates that may affect mortgage advisers. The first is to refresh your CeMAP 1 knowledge on the FSCS as the figures have changed. This doesn't affect your world as an adviser but is helpful for updating. Paul will visit the FSCS website and show you. Then Paul will remind you of the self-assessment deadlines for both employed and self-employed and reiterate the importance of your clients doing this time to produce the famous SA302, which is perfect for lenders wanting to validate multiple sources of income.
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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.
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