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Annual Membership Fee - £495 + VAT

Being a New Leaf Member gives you access to all the training you could ever need including:

 

  • Will Writing Induction Training
     

  • Monthly Estate Planning Webinars
     

  • Quarterly Estate Planning Workshops
     

  • Access to our Financial Services Training Academy: Including training for: CeMAP, CeRER, DipFA and Pension Transfer Qualifications.
     

  • Our weekly motivation and business planning session – Wake Up to Sales

     

  • By virtue of being an active trading advisor (will writer/protection advisor/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
     

  • And much more...

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