Owl Monetary, Openwork’s specialist safety recommendation enterprise, helps its advisers to be among the many first to finish the brand new skilled qualification for the business with The London Institute of Banking & Finance (LIBF).
Over 50 Owl advisers and managers have registered for the Certificates in Safety (CertPro) qualification, which is geared toward filling a niche within the recommendation panorama and offering elevated confidence for advisers and their prospects.
One supervisor has already handed the qualification.
The specialist enterprise helped design the qualification with different companies.
CertPro, which was launched by LIBF in September, focuses on the completely different safety wants within the occasion of loss of life, sickness, or incapacity in addition to the merchandise and their suitability plus the appliance and underwriting course of.
The qualification additionally covers the safety supplied by the federal government and insurance coverage particulars for the house, landlords and self-builds.
Pat McKenna, gross sales director at Owl, mentioned: “Owl is consistently taking a look at how we will help our advisers in additional enhancing their expertise and their skilled growth and we’re delighted that one among our advisers has develop into the primary particular person to finish the CertPro qualification.
“Supporting the event and launch of CertPro underlines our dedication to delivering wonderful customer support and demonstrating the professionalism of advisers.”
John Somerville, head of monetary companies on the LIBF, added: “There’s an actual safety hole in our society, however there’s by no means been a extra vital time to construct monetary resilience.
“This qualification is not going to solely assist advisers meet the wants of a rising market however will construct understanding amongst customers in regards to the worth of safety recommendation and what merchandise they need to have in place. We’re delighted that Owl Monetary is supporting its advisers to develop their expertise and data on this vital space.”