Important update
    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

    Sales training

    Your needs and your team are unique – let us work with you to put together a tailored training programme

    How do we bring the best out of your team?

    Our trainers have the best experience in the business – and our training is based on the best insights of behavioural psychology.

    Benefits for all levels of experience

    The training is designed for individuals in a wide variety of client-facing roles – and at all levels of experience.

    Focused sessions

    Productive, interactive sessions can range from a focused 60min to an in-depth 120min.

    Online or face-to-face

    We can offer dynamic online sessions for teams of up to six, or we can make things happen face-to-face for three to 12 people.

    What does the training cover?

    There are three hard-working modules to choose from.

    Financial awareness

    For anyone who, as part of their role, has responsibility for financial accounting (two hours of CPD).

    Sales best practice

    Benefits of offering premium finance to customers (one hour of CPD).

    Developing resilience

    Bolster your capacity to cope and recover from problems, challenges or setbacks in and out of the workplace (one hour of CPD).

    Handling conflict

    Learn how to recognise and handle conflict with others, as well as adapting the right approach to find that
    resolution (one hour of CPD).

    Thinking on the spot

    Develop your skills to think on your feet and respond to questions quickly with a structured answer, to ensure that positive response (one hour of CPD).

    What's another key benefit?

    Completing all the modules in our complimentary service, including the Financial Awareness module, will contribute to 9.3 hours of CPD accreditation.

    The CPD Certification Service logo

    90% of brokers trained were "very satisfied" on completing their courses

    690

    Sessions delivered in a year

    100 %

    Received CPD accreditation

    1,353

    Delegates trained over the course of 12 months

    38 %

    Average post-training growth in new cases experienced by brokers