Trainers

Mr Paul Rogers

Consultant

Key Skills and Competencies:

• Course design and delivery:
  • Technical knowledge (to Diploma level)
  • Sales skills, incorporating the principles of
    Neuro-Linguistic Programming (NLP)
  • IT skills (all MS-Office programs), including the training of Point of Sales and Suitability Letter systems for NatWest and Barclays financial advisers
• Training presentation and facilitation, both within a workshop environment and on a 1:1 basis
• Coaching and feedback: for example, following role play assessments and examination attempts
• Assessing and assessment writing for both multi-choice tests and written case studies
• Project Management: for example, the Barclays Financial Planning Depolarisation project
• Training Needs Analysis: scoping, assessing and recommending solutions for a wide range of training needs
   

Qualifications

• Advanced Financial Planning Certificate (AFPC)
• Diploma in Financial Planning:
  • G10 (Taxation and Trusts) 
  • G80 (Long Term Care, Life and Health Insurance)
  • J01 (Personal Tax)
  • J02 (Trusts)
  • CF8 (Long Term Care Insurance) 
  • SV1 (Savings & Investment)
  • CeMAP (Bridge Paper)
  • CF1 and CF2 (2009)
  • Financial Planning Certificate (Parts 1, 2 & 3 – pre-1994 scheme)