Partners Life is running a three-day online training course for advisers who have worked in the industry for less than 24 months.
The company’s New Adviser course is free, is being held on March 22, 23 and 24, and registrations can be made here subject to the approval of a Partners Life agency (principal or associate). Those wanting to take part must complete an eLearning module one week prior to the course start date.
Attendees who successfully complete the full course (including mandatory pre-work), will receive a certificate of completion.
Attendance on all three days is compulsory and registration must be completed by March 5.
The programme:
Monday March 22 – 9am to 4pm
- 9am Welcome session , expectations,
- 10.45 6 Step advice process/ disablement process
- 12.30pm Product session part 1
- 2.30pm Product session part 2
Tuesday March 23 – 9am to 4pm
- 9am Fact Find review
- 10.45am Needs Analysis & Recommendation exercise
- 12.45pm Evince
- 2.30pm Evince review & report writing
Wednesday March 24 – 9am to 4pm
- 9am Underwriting Presentation & application review
- 11am Application Process and MUM
- 1pm Claims Presentation
- 2.30pm Claims case study