Canada Life Setting the Standards Workshop
Canada Life Home Finance has announced a series of workshops in 2020 aimed at equity release-qualified financial advisers looking to learn more about industry best practice and improve customer outcomes.
Canada Life’s ‘Setting the Standard’ workshops will run nationwide in March. The training sessions, which are free of charge to attend, will help advisers make the most of their equity release qualification.
Attendees will learn about engaging with external support agencies to help them make use of available help from the industry, the importance of soft skills in giving excellent advice that puts the customer first, and how to enhance their advice process for clients wanting to access the wealth within their properties.