Course curriculum

  • 1

    Protection Training

    • Protection Training Overview

    • Protection - The Basics Training

    • TEST YOUR KNOWLEDGE - The Basics

    • Protection - Compliance

    • TEST YOUR KNOWLEDGE - Compliance

    • Protection - Recommendation & Documentation

    • Support Your Recommendation - Risk Reality Calculator

    • TEST YOUR KNOWLEDGE - Recommendations

    • Protection - Workflow

    • Protection - Client Documentation Guide

    • TEST YOUR KNOWLEDGE - Workflow & Documentation Quiz
  • 2

    Provider Webinar Training

    • Liverpool Victoria (LV=) Income Protection

    • Liverpool Victoria (LV=) Critical Illness

    • Royal London - Tools & Support

    • Royal London - Income Protection

    • Vitality - Tools, Product, Support
  • 3

    Further Provider Resources

    • HSBC

    • Liverpool Victoria

    • Royal London

    • Scottish Widows

    • Vitality

    • Underwrite Me
  • 4

    Supporting Vulnerability - Identify and Support

    • The Dragon Network - Vulnerable Customer Policy

    • Defining a Vulnerable Client

    • Identification of Customer vulnerabilities - Key Checks

    • Vulnerability Help Cards - Managing Vulnerability

    • Vulnerable Clients Support Pack

    • FCA Guidance on Fair Treatment of Vulnerable Customers

    • Customer Vulnerability Checklist
  • 5

    Submission Process

    • Submit a Life Insurance case to Dragon Compliance for review
  • 6

    Competency Exam

    • Protection Competency Final Exam (Pass grade 80%)
  • 7

    121 Training Session

    • 121 COMPLIANCE - Organise your life insurance for mortgage client training

    • 121 SALES SKILLS - Organise your life insurance for mortgage client training