If you are a new or returning (to the industry) advisor - you will be required to take certain modules of our stepping stones programme.
Module 1 - Fit and proper test
Full Fit & Proper Testing
Module leaders - Head Office Team
Wills and LPA advisor - 3 days stepping stones course.
The course is in-house
Module leader - Sam Wallis
Protection advisor - 4 days stepping stones course.
Module leader - Dan Hobbs
Mortgage Broker - 3 days stepping stones course technical - training/products/research/compliance
Module leader - Chris Nairn
IFA - 5 days stepping stones course. Transition from mortgage/protection advisor to IFA or experienced IFA's.
Module leader - Kim Luckhurst
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 Change Event.
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.