New Leaf Members Page
Join New Leaf – the family business that has YOU at the centre of everything.
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We are an independent network for protection, mortgage and IFA professionals. Our membership enables you to become a fully qualified Mortgage Broker, Insurance Broker, Business Protection Adviser, Equity Release specialist, or Independent Financial Adviser.
We have won the most prestigious award for training from the IFS School of Finance (now the LIBF) no less.
Our trainers all operate in the financial services industry and whichever course you choose they will coach you until you pass.
Our major definite purpose is to work with you as an individual and train you to become whatever you desire. This could be self employed with your own practice or employed in a top and progressive job in the industry.
For an informal discussion, contact us at any time or complete the enquiry form
However to be clear – to train in our academy – you need to be trading with us as a professionally regulated advisor.
Annual Membership
By virtue of being an active trading adviser (Protection adviser / Mortgage broker / IFA) with New Leaf you will benefit from the following:
All academic and practical training covered:
- CeMAP training (intensive courses)
- CeRER training (Equity release)
- DipFA (Diploma)
- Chartered training (Advanced Diploma)
- Will writing induction training
- Master classes for estate planning
- Protection induction training
- Mortgage induction training
- New Leaf Lifecycle - sales process tool training
- IFA induction training
- SPS training - in the form of CPD webinar based training via the Thursday Breakfast Club at level 4
- "Wake up To Sales" WUTs the magazine show (webinar) on Monday morning weekly for motivation and energy and information. Guest speakers and lenders and providers.
- Business protection training
- Equity release training
- Blue print to success days (monthly)
- Compliance training (Monthly)
- Commercial mortgage training
- Asset finance training courses