Whether you are a new, returning to the industry or experienced advisor you will be required to take certain modules of our stepping stones programme.
Fit and Proper Test - Head Office
Full Fit & Proper Testing
Protection - Module leader - Daniel Hobbs
Mortgage - Module leader - Chris Nairn
Assessment & Testing - Module leader - Daniel Hobbs
Blueprint Day - Module leader - Mark Hobbs
Post course supervision - Various Supervisors
The stepping stones courses that you apply for will be based upon experience and background.
The rookie will probably commence with Wills and LPA stepping stones course. We will invite you to either a meeting with the Managing Director, or to attend our monthly Open Day.
There are stepping stones courses for business protection and equity release and commercial mortgage business in addition to these above. The programme is life - long and on-going and bespoke to you as the advisor.
To find out more about Stepping Stones training please complete the form below.
New Leaf Distribution Ltd is authorised and regulated by the Financial Conduct Authority : FCA number 460421
Registered Office : 1st Floor, Princess Caroline House, 1 High Street, Southend on Sea, Essex, SS1 1JE.
CeMAP® is a registered trademark of The London Institute of Banking & Finance .
This learning support is recognised by The London Institute of Banking & Finance as being appropriate additional resource for students undertaking its CeMAP® qualification.