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Welcome! The Risk School for 2008/2009 is launched!
The Risk School has four courses on offer during the next 12 months – 32 days of education in all for you to choose from. Be sure to get in early – we have had 116 advisers book via our priority list in one week! (up to 26th June)
Details of each course can be obtained by clicking on the course details menu above. We have given you a taste of the course content below and when you click further you will then find all the aims and learning outcomes of each course, to help you determine if it’s right for you.
Fees, venue addresses and contact details are common across the courses and can be found by clicking on the registration details menu above.
All courses:
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will be accredited for AFA and FPA CPD points; certificates are provided at the end of each day. Points TBC for courses 2,3 and 4
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run from 8 for 8.30 am to 5 pm and include lunch and refreshments
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include a workbook with handouts
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are strictly limited to 26 attendees each workshop
COURSE OUTLINES:
(for complete course details, choose the menu above)
The Face-to-Face Advice Process:
Maximising effectiveness and results in life risk advising
Chris Unwin joins with Sue Laing to bring sales and technical content which will take you to new heights of effectiveness in the client–facing segments of your life risk advice process.
See some testimonials from our last Face-to-Face series
here
Making Business Succession Planning a Reality:
The CVP you
can offer
We question and dismantle the common psychological barriers to offering business succession planning advice to SME clients and then skill you up to most effectively communicate with this demographic, thereby easing the pain out of the fact finding and needs analysis steps. Sue Laing will be presenting this course.
The Ins and Outs of Life Risk Products:
The generic ‘what’s what’ of product that you’ve never had before!
Between the product PDS and policy document and research data, is a huge gap of knowledge that no academic industry training can fill. This is a plain English examination of the common key features, benefits and definitions of term, TPD, trauma and income protection. Sue Laing will be presenting this course.
Sales Success Strategies That Work:
For life risk advising
There is a high adviser demand for practical assistance in ‘getting clients over the line’ with the intangible products that make up the life risk suite. The key to the best results lies mostly in referrals and centres of influence – nothing is as powerful for engagement as conformity with peers. This is the focus of this course, presented by Chris Unwin in conjunction with Sue Laing.
ALL
COURSES
ARE AVAILABLE TO MEMBERS AND NON-MEMBERS OF THE RISK STORE
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We look forward to seeing you there.
Peter Wincott - General Manager
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