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Future-Proof your Business Workshop

Designed to help advisers deliver best customer outcomes

Join us for our Future-Proof your Business workshop

Our workshops have been specifically designed for advisers who are recently qualified in equity release. They look at best practice within the industry and what you should be considering when you speak to your customers to ensure best customer outcomes.

The workshops are free of charge to attend and consist of six distance learning videos and a two-day online training course with Canada Life and Fortica Ltd.


 

What you will learn

  • Understanding the advice that you give
  • Understanding the right amount to release
  • Recognising how to write for your client
  • Understanding the importance of soft skills
  • Recognising customer vulnerability
  • Understanding gifts and state benefits
  • Understanding third party representation

Event details

Type:

Online Workshop

Dates:

20 and 21 July 2021

Time:

09:30 am

Platform:

Microsoft Teams


 

Important information

Please note, this workshop will run for two days. You need to be available on both days when you book your place. We are unable to accept delegates for just Day 1 or Day 2.

Canada Life do not take any responsibility for advice given following attendance of these workshops.


 

About Jon Dunckley

Jon Dunckley is a consultant, author and trainer, and the managing director of training and consultancy firm Fortica Ltd. He’s used to providing both face to face training for teams as well as e-learning and has a wealth of experience in writing and editing technical material. He’s also passionate about financial services education.

The workshops are built with the Equity Release Council’s competency framework in mind and designed to help those who are new to the equity release sector move from theory to practice