Login Login Partner with us
Important updates
    Changes to future finance agreements

    Due to some business changes, a number of customers won’t be able to take out finance agreements with Close Brothers to cover the cost of their insurance policies in the future. This change will not happen immediately, and we will be working with brokers over the next 6-12 months to organise a smooth transition. This does NOT impact any current finance agreements OR existing insurance policies.

    Find out more
    Back to Broker training

    Product and systems training

    Let's match your unique needs to our unrivalled premium finance offer – and bring out the best in us both

    What do we offer?

    We give you more training options than any other premium finance provider – from the best training team in the business.

    On-site training

    Our expert trainers will deliver training to you and your team at your chosen place and time.

    Live web-based classroom training

    If your schedule or set-up suits an online approach better, we can run fully interactive WebEx training sessions that pair your brokers with our trainers via desktop and phone.

    Access to learning materials

    Once your bespoke training is completed, it doesn’t stop there. Your team will have access to handouts, training manuals and demos to ensure they are always supported.

    eLearning – a modular-based option

    Learn at your own pace and time with our bitesize e-learning modules. They cover the same content as the instructor-led courses through movies, demos, quizzes and hands-on practice sessions. Users can also track their progress and goals.

    What does the training cover?

    Our product, process and software training will leave your teams confident, knowledgeable – and efficient.

    Product training – making the most of your bespoke products

    How your bespoke products can best be employed to ensure your business gets the best from them – and your customers get the perfect product to suit their individual needs.

    Process training – all you need to know about the way we work

    Everything you need to know about our processes and how they influence your business and customers – delivered in a fully interactive way.

    Software training – getting the best from our i-prompt platform

    Making sure your different teams – accounts, sales, customer service or senior management – can make the most of our online platform according to their specific needs.

    100% of our brokers rated our training as good or excellent

    2,503

    Execs trained across our courses within the last 12 months

    1,032

    Trained on the online academy using one of our self-paced E-Learning courses

    293

    Live interactive sessions delivered in a year