A protection adviser is launching a training course to help advisers develop their understanding of protection and their client engagement skills.
The course is being developed by Kathryn Knowles, managing director at Cura, and will launch in September over Zoom.
Knowles said she will lead participants through sessions on how to build a protection recommendation, making sure advisers are getting to know their clients and how to handle compliance requirements.
The course will cover topics such as personal, business and group protection, health conditions that advisers are likely to come across and include a live role-play fact-find.
Knowles said: “Something that has stood out to me for a while is that a lot of advisers are being strongly encouraged to start offering protection insurance. That is great. But it needs to be done correctly and there are a lot of quirks with protection cover.
“I have come across quite a few circumstances over the years where protection has not been arranged correctly and this is of course not good for the customer, or for the adviser.”
The course will be offered over 12 weeks, with sessions generally lasting an hour each week. Three-day intensive courses can also be available on an ad-hoc basis.
People who are interested in joining the course are invited to contact Knowles directly.
In addition to weekly sessions, advisers will be able to put questions to Knowles through a private social community over the duration of the course.
She said: “Not everyone has a senior adviser that they can quiz, to help talk them through how advice is done in action, and I will help guide advisers to build their insurance knowledge, understanding of underwriting, sales skills and confidence, to make better consumer outcomes.”
The fee for the course is currently being finalised, although Knowles said a ‘3 for 2’ group discount will be available.
She said: “I hope that advisers leave this course with the confidence to advise on protection. I have designed this to bring to life what we are taught within industry qualifications.”
chloe.cheung@ft.com
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