Professional Associate Training Workshops
A Business Partnership adding Significant Revenues to your Business
As part of our ongoing commitment and support to all our Professional Associates we run regular Product and Business Development training workshops. These are held over 2 or 3 days dependent on you requirements and are designed to educate and empower the Professional Associate to identify, qualify and generate significant new business opportunities.
The Training Workshops are generally held on a monthly basis at a hotel / conference venue close to our office location in York. Training is delivered by members of our own team alongside some of the UK's leading Finance Specialists from our lender partner community.
"Considering the calibre of presenters, quality of the course material and level of detail covered, this training programme is, we believe, unique within the current UK financial services market and not to missed"
What Is Covered ?
On completion of the Training Workshop the Professional Associate will have a thorough knowledge and working understanding of the broad range of Commercial and Personal Financial products available in the UK market, current underwriting criteria and an understanding of core lending principles in the 'New Financial World' post credit crunch.
The course syllabus will also cover key Business Generation techniques including Consultancy Skills , Customer Relationship Management, Business Planning , Time Management and Lead Generation and Marketing. All Professional Associates will leave the Training with a workable Business Development Plan.
What Previous Delegates Say
"The training programme was very enjoyable and the business reference manual very comprehensive; for your feedback I would give it 100% in terms of content information, the quality with which each presenter effectively communicated their proposition clearly was excellent and was also very motivational too. The venue was spot on, along with the hospitality, which was most enjoyable"
David Downie - Partner delegate from Aberdeen who completed training December 09
What Are The Benefits ?
Typical Fee Income of around £3,000 per Commercial case paid to you on completion. As a fully trained Professional Associate Partner you will have access to a broad range of Commercial and Residential Financial Opporunities with very significant earnings potential. All enquiries are handled by our centralised team of experienced Consultants who will fully prepare the case for underwriting approval within our community of over 120 Lending Partners still actively pursuing new business in the UK Market.
We pay market leading commissions on succesfully closed business and fully agree the Professional Associates commission split on a case by case basis generally up to 50 % of all net fees earned from the case. For an idea of the types of opportunities available and potential commission earnings please see our Case Studies.
Outline Training Workshop Agenda
Day 1: Personal Financial Solutions
- Residential Property Mortgage Funding – Residential / Buy To Let / Portfolio Re-Finance
- Personal Secured and Unsecured Loans / 2nd Charge Mortgages
- Residential Bridging Loans
- Mortgage GAP Bridging Finance for 'Homemover' Clients
- Debt Management Solutions – Debt Plans / IVA / Personal Bankruptcy
- International Mortgages and Overseas Property Finance
- Retail Finance Provisions
Day 2: Commercial and Business Financial Solutions
- Commercial Property - Owner Occupied and Investor Mortgages
- Commercial Finance - Funding to purchase a Trading Business
- ‘Bridging Finance’ - Residential and Commercial Short Term Finance
- Property Development – New Build and Refurbishment Finance
- Business Cash Flow Improvement – Factoring, Invoice Finance and Trade Finance Solutions
- Business Asset and Vehicle Leasing / HP Solutions
- Enterprise Finance Guarantee ( EFG ) Scheme
Day 3: - Business Development / Marketing / Lead Generation / Business Planning
- Business Re-structure / Insolvency / CVA / Pre-Pack and ‘Phoenix’ Solutions
- Regulatory and Compliance Policies – FSA / Consumer Credit Act / PI / TCF Obligations
- Lead Generation / Marketing Opportunities / New Business Planning
- Opportunity Qualification - Developing Consultancy Skills
- Identifying and Closing New Business Opportunities
- Working with White Rose Finance – Systems / Process / Procedures/ Commission Payments
- 90 day Business Development Planning and Action Plan – ‘Making It Happen’
Professional Associate Training Dates Q1/ Q2 - 2010
Training to be held at the Novotel Hotel, Central York.
March 2010
March 23rd / 24th / 25th
April 2010
April 20th / 21st / 22nd
May 2010
May 11th / 12th / 13th
June 2010
June 8th / 9th / 10th
Training will commence prompt at 09.00 am each day finishing circa 5.30 pm.
Professional Associate – 3 Day ( Residential and Commercial ) Training / Set Up Fees (Fully Refundable)
Single Delegate Fee £2,895
Dual Delegate Fee £3,495
Multiple Delegate Fees by negotiation.
Professional Associate – 2 Day ( Commercial Only ) Training / Set Up Fees (Fully Refundable)
Single Delegate Fee £2,495
Dual Delegate Fee £2,995
Multiple Delegate Fees by negotiation.
Delegate Fees are Fully Refundable Against Future Business Generated and Cover The Following
- Comprehensive 2 / 3 day Product / Business Development Training Programme with all refreshments / lunch
- Training delivered by some of the UK’s top finance specialists
- Business Commercial Finance Consultant Training & Reference Manual
- New Business Development Plan to implement from day one
- Product Brochures and Business collaterals for your business
- Dedicated Business Development Support from the White Rose Team
- Professional Associate working agreement offers Industry Leading Commissions
- Access to our Panel of 120 + lending organisations actively lending in the UK market
- Regular Product Updates and Marketing Initiatives
Training Accommodation
Accommodation for the Training Workshop is not included in the course fees. The Hotel venue offers discounted rates for course delegates and York has a significant number of quality accomodation starting from £50 per night on a bed and breakfast basis. Our TrainingWorkshop administrator will be pleased to assist with all travel and accommodation requirements.
Finanial Grant Support Available for Course Fees
For delegates with an established and qualifying business the government ‘Train To Gain’ grant funding as administered by the Learning Skills Council may be applicable. Please enquire for details.
Next Move ?
If you think the Professional Associate partnership proposition is a good fit with your current business and future career plans then please do not hesitate to get in touch as places on each Training Workshop are limited to ensure a quality experience. Call our office on 0845 838 8971 E-Mail enquiries@whiterosefinance.com, or submit an on-line enquiry.
We look forward to welcoming you to our Partner team and working together to generate significant new revenues for your business.
Geoff Wilson - Managing Partner
Looking for a Genuine New Career / 2nd Income Opportunity ?
- High Earnings Potential
- Comprehensive Training
- Full Business Support
- No Experience Needed
- Become Fully Qualified
Opportunities exist with White Rose Finance, for an informal discussion please call our MD Geoff Wilson today on 0845 838 1954 or submit an on-line enquiry
Quick enquiry
Call us today
Telephone White Rose Finance on 0845 838 1954.