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.

Meet the team
A wealth of expertise - and enthusiasm

Meet the team dedicated to raising the performance of your team

Rukhsana Adat

Training Support Executive

Rukhsana joined the team in early 2024 and manages the administration of our Online Portal, whilst promoting and maintaining our regulatory support courses. Rukhsana also delivers 1-2-1 training sessions to support our product, system and sales trainers.

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Lucas Coley

Product, Systems and Sales Trainer

Lucas joined our team in early 2024. In his previous Sales Support role, Lucas gained extensive knowledge in working with our largest broker partners and is now transferring his knowledge, to deliver face to face and WebEx training to all our partner brokers.

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Shaylee Englefield

Head of Personal Lines and Training

Shaylee has worked for Close Brothers Premium Finance for over 20 years. Shaylee has extensive experience of working closely with our broker partners and brings a wealth of expertise and knowledge.

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Nina Saunders

Product, Systems and Sales Trainer

Nina joined our training team back in 2018 and in her previous roles delivered exceptional training and coaching to our internal staff. Nina now delivers face to face and WebEx training to our broker partners.
 

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Danielle Bell

E-Learning Designer

Danielle has been in the team since 2012 designing and building interactive E-Learning courses alongside producing and supporting content creation for the team. This includes maintaining our content suite of useful learning materials to support our brokers.

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Lauren Logue

Product, Systems and Sales Trainer

After joining us in 2016, Lauren is one of our most experienced and skilful trainers with various training qualifications to her name. Lauren delivers face to face and WebEx training to our broker partners.

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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