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

    • Liverpool Victoria

    • Royal London

    • Scottish Widows

    • Vitality

    • Provider Key Facts
  • 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

    Introducing protection during the mortgage fact find

    • Introducing protection during the fact find

    • Providing a basic recommendation

    • Proceeding to sale

    • Documents to be sent to the client
  • 6

    Using UnderwriteMe - your protection platform

    • UnderwriteMe demonstration webinar

    • Underwrite Me
  • 7

    Submission Process

    • Submit a Life Insurance case to Dragon Compliance for review
  • 8

    Protection sales checklist

    • Protection sales checklist

    • Reporting requirements
  • 9

    Protection - sample documents

    • Sample documents
  • 10

    Protection - guidance and templates

    • Guides and document templates
  • 11

    Competency Exam

    • Protection Competency Final Exam (Pass grade 80%)

    • Protection Case Study