Stepping Stones™ Modules

New leaf will map out a track of modular training bespoke to you as an individual.

This training will be scheduled in line with your availability and that of the course leader within New Leaf.

The training will be on a 1:1 basis in the main. On some occasions you will be with other delegates on certain modules.

Module 1
CeMAP/CeFA/Module 1 - needs to be completed
All training until you pass included - (5 days)
Module leaders - John Band and Alex Darlow

Module 2
Compliance and ICOBs training - (2 days)
Module leaders - Kim Luckhurst and Chris Nairn

Module 3
Products and product providers
Product provider key fact test (70% pass required) - (3 days)
Module leader - Chris Nairn

Module 4
Disclosure - Fact finding - for pure protection and GI - (3 days)
Professional competency assessment
Module leaders - Chris Nairn

Module 5
Research - recommendation process - (3 days)
Module leader - Chris Nairn

Module 6
Administration and processing and underwriting procedures - (2 days)
Module leader - Sam Wallis

Module 7
Sales and prospecting - lead generation - (1 day)
+ 12 week Skype based training programme
Module leader - Bob Spence

Module 8
Full PCA day
Module leader - Daniel Hobbs

Module 9
In-field process of obtaining CAS
Allocated Competency Development Managers
(Duration 3-6 months)

Module 10
Mortgage Broker Induction
Classroom based
Module leader - Chris Nairn (Duration 5 days)

Module 11
In field Mentoring
To obtain Mortgage Broker Competent Adviser Status
Module leader - allocated Competency Development Manager
(Duration 3-6 months)

Module 12
DipFA
Diploma for Financial Advisers - study and complete
Module leader - John Band (Duration 6-9 months)

Module 13
IFA Induction Course
Classroom based
Module leader - Kim Luckhurst (Duration 5 days)

Module 14
In field Mentoring
To obtain IFA Competent Adviser Status
Module leader - allocated Competency Development Manager
(Duration 6-9 months)

After successful completion of all 14 modules - the advisor can develop from GI and Insurance through to either mortgage broker training and induction or IFA, once Diploma has been achieved.

Costs:

This fee is payable up front at the commencement of the Stepping Stones programme.