Training course launched for wealth advisers to address protection gap

‘It is crucial to engage wealth advisers who have withdrawn from protection post-RDR’

Isabel Baxter
clock • 2 min read

The Protection Coach has launched two training courses to address the training gaps in the UK protection industry amongst other advisers, including wealth advisers.

The Blueprint to Protection Success and the Accelerator Course have been launched to address "critical" training gaps in the UK protection industry. Developed specifically for mortgage, and wealth advisers, as well as protection-only brokers, Matt Chapman of The Protection Coach said these courses aim to elevate the standards of protection advice and improve client outcomes. They should provide simple, practical, actionable frameworks that address the most common challenges in the field, from overcoming objections to increasing policy retention. The Blueprint to Protection Success ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Protection

FCA: Protection commission ban is potential 'extreme' market study outcome

FCA: Protection commission ban is potential 'extreme' market study outcome

FCA: 'We're going into this with an open mind'

Jaskeet Briah
clock 28 March 2025 • 3 min read
Majority of advice firms assisting clients with protection needs

Majority of advice firms assisting clients with protection needs

Average cost of care amounts to £1,594 per week

Cameron Roberts
clock 11 March 2025 • 1 min read
Shifting demographics: Post-Budget protection conversations

Shifting demographics: Post-Budget protection conversations

Emerging market for people aged 45 and upwards

Naomi Greatorex
clock 18 February 2025 • 3 min read