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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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