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Lesley Southwick, Principal


ast year we introduced the Fast-Track Programme for the National Certificate Level Five. This has been an outstanding success and all the hard work of the 80-odd students who enrolled is now coming to fruition. We have 10 students who have completed the whole qualification so far this year. Well done to you all. It is getting to that time of the year where you all need to be looking at your CPD points and ensuring your training is up-to-date. We are continually developing new short courses and have recently developed the Insurance Process and Policy Construction course.The purpose of this course is to provide an understanding of the basic parts of an insurance policy, and the implications of those parts on the application of cover. Once the purposes of the individual parts of an insurance policy are understood, the policy document can be more readily interpreted. This module assists in giving a broker a toolbox to identify what type of cover, and from which provider, is appropriate for a client’s needs in a particular class of risk.

A Strategic Framework For Business Growth In this overview workshop

IT IS GETTING TO THAT TIME OF THE YEAR WHERE YOU ALL NEED TO BE LOOKING AT YOUR CPD POINTS AND ENSURING YOUR TRAINING IS UP-TO-DATE. In-House CPD Programmes I have had some inquiries for in-house programmes for professional development. We can put together a programme for your staff so they can meet their professional development needs. If there is only one or two of you, team up with other brokers in your region and get a group together so we can come to you. If there are 10 of you in one place, we will bring the workshop to you. We can look at cost-effective pricing so give me a call to discuss and get your people their CPD points. New Workshops We are always trying to develop new and topical workshops. This quarter we are also planning to run more workshops regionally, so make sure you keep track of the upcoming workshops on our site Watch the website for our up-and-coming workshops. Cybercrime Insurance is a new workshop we are running in September and October. We are also partnering with the Insurance and Saving Ombudsman to deliver a couple of workshops on non-disclosure (a case study) and common complaints and how to avoid them. Personal branding is really important for brokers and any financial adviser. We are developing personal branding and digital marketing workshops that will be very relevant to brokers. Our senior tutor Sophie is running a business writing workshop around the country. Business writing will ensure your customers understand what they are reading. Get a group together to do the business writing courses in your region. Contact Sophie for more information

Professional you will learn the key elements to growing a sustainable business. Gain an understanding of the factors that can enable you to make more money and have time for yourself. College You will hear: • Five elements to success • Some key insights to marketing that you may not know • The key elements impacting business today • The fundamentals of strategy • How culture can impact profitability by as much as 189% • and much more. This two-hour workshop on July 3, from 6pm, is designed to help you identify the gaps in your business and give clarity around the actions you need to take to grow your business. You will have the opportunity to meet other likeminded business-owners and learn from them. Gain ideas that can immediately be implemented and have a positive impact on your business.



The success of your business is dependent on the decisions and actions you take today. Sign up for this information packed workshop today.

Profile for Benefitz

Cover Note September Issue 2014  

Cover Note September Issue 2014  

Profile for benefitz