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Training Course

What Do You Get?

Join me and I will give you a chance to learn more about protection insurance. This is far more than just reading about products, services, and the technicalities of the cover.

Those things are essential, but do they help you to know how to actually advise your clients about their protection needs?

Protection Insurance In Practice is about bringing your study materials to life.

I will lead you through ways to spot the need and opportunities for protection insurance, how to improve your communication and soft skills, and develop your ability to know your client.

This course is provided online so that you can take part in the comfort of your own home or work place. 

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Course Highlights

The course takes place over 12 weeks and includes

  1. Meeting Compliance Requirements
  2. Sales Techniques, Communications and Soft Skills
  3. Personal Life Insurance and Critical Illness Cover
  4. Personal Income Protection
  5. Understanding Mental Health, Parkinson’s and Strokes
  6. Understanding Breast Cancer, Prostate Cancer and Heart Attacks
  7. Understanding Diabetes and HIV
  8. Business and Group Protection
  9. Vulnerable Clients and Claims Handling
  10. Effective Factfinding
  11. Recommendations, Gaining Confirmation and Client Retention
  12. Live Role Play Factfind

The sessions last for 1 hour* and are held weekly, with little bits of homework to complete each week.

*I’m sorry the compliance session lasts 1 1/2 hours, if you can get through that, you can get through anything!

This course is ideal for those new to the industry, those who don't feel they have had the right training in the past, those who don't have confidence with protection insurance or those that want a refresher. It has given me the knowledge and confidence to know how I want to deal with protection in my business.
Kathryn's protection course was fantastic, we are experienced advisors but still walked away feeling like there was so much more we could be doing for our clients. Protection is about holistically looking at somebodies lifestyle, making them aware of their potential risks, and asking the relevant questions. Kathryn helped us understand all of this and more. We have already begun implementing her methods and we are seeing a greater level of engagement with clients. Highly recommend to any advisor in the industry looking to improve their protection skills
I was completely new to Protection and this course has given me not only the product knowledge needed but also lots of information about certain health conditions and a good overview of how to treat customers in different circumstances. This course also gives a great knowledge of the fact finding you need to do to obtain quotes. Really great course that I would highly recommend.
Extremely valuable course presented excellently with in depth and clear examples and ways to relate this to real world application.
If you would like to improve your protection skills, then I 100% recommend doing this course with Kathryn. She is hugely knowledgeable in this area (probably the most knowledgeable person I know!) and she goes out of her way to help you. She has created a course which covers so many different areas - from compliance, underwriting, fact finding, the list goes on. The confidence I have gained from doing this course is invaluable and I will always be very grateful to Kathryn for the amount time she given me on this course. Thank you!
I got so much out of today. I 100% have been making life and my SLD's too complicated. I found the session incredibly powerful and just a massive thank you for being such a great teacher. I think I have likely been very guilty of focusing on the product and what it can do for the client rather than how the client is feeling being asked the questions in the first place! Since starting your course I have read back on the notes and used them many times. I was thinking today I would like to binge watch the sessions again!
Really enjoyed my time with Kathryn, finding about the different types of insurances and protections that one can have. It is really important to know what, how and when to advice clients. We have learned a lot of beneficial information and will help me for the future. Thanks
Kathryn gave me a real insight into how deep the protection conversation can and should go, giving me a confidence boost in my ability to do right by my customers. Course was well structured and Kathryn was able to adapt the direction of her content to be more suitable to our needs and was accommodating when we side tracked into other realms of the protection conversation. Highly recommend this course to anyone who is serious about being a protection adviser!
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What Are the Costs?

£1,249 per person

incl VAT

This means that you are getting interactive training, that shows you how to apply protection insurance in your work, for less than £100 per hour. Plus, you get chance to quiz me through our private community throughout the course.

With the buy 2 get 1 free offer, this reduces the costs per person to £833!
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Why It’s Worth It

A lot of the time training focuses on compliance, or products, or advice. But these are all interconnected, you cannot do any of them, without knowing the rest. 

This is where Protection Insurance In Practice stands out. 

You are getting:

  • 13 hours dedicated interactive learning
  • Training from a multi-award winning protection adviser
  • 13 hours accredited structured CPD 
  • Access to a private social community where you can pick my brains and develop skills with your peers
Sign Up
Kathryn Knowles smiling at the camera with a cashflow chart in the background for an income protection analysis
Kathryn Knowles looking at the camera with some details of her cancer training in the background
Kathryn Knowles with client recommendation training
Kathryn Knowles smiling at the camera with shareholder protection training in the background
Kathryn Knowles with Parkinsons training
Kathryn Knowles with details of initial factfinding requirements
Kathryn Knowles delivering client retention training
Kathryn knowles focusing on training for advisers to advise rather than order take
Kathryn Knowles delivery compliance training

3 Day Course

£5,495 up to 6 people

incl VAT

This course will take place over 3 consecutive days. 

You can add your name to a list of people that want to take part in this course, if you are unable to purchase a group booking. Please get in touch for personal pricing.

If your team is bigger than 6 people please get in touch for bespoke pricing.

Place an Enquiry

3 Week Course

£3,995 up to 6 people

incl VAT

This course is delivered 4 days a week, over 3 weeks. 

You can add your name to a list of people that want to take part in this course, if you are unable to purchase a group booking. Please get in touch for personal pricing.

If your team is bigger than 6 people please get in touch for bespoke pricing.

Place an Enquiry

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Any information given on this site is not to be taken as Financial advice and is therefore not regulated by The Financial Conduct Authority (FCA). Advice for Advisers Ltd accepts no responsibility for advice that you provide to your clients, after taking part in this course.

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