Your Proposition modules

Choosing the right modules

The following module is CII accredited and counts towards your CPD record. The summary explains how much accredited time is available for the module.

Just select the module and begin earning valuable CPD hours. There is no need to complete it all in one go - you can dip in and out as you like and pick up where you left off.

Once you submit your completed feedback questionnaire at the end of the module we’ll email you your certificate.

Download your workbook

Before you start, please print out your workbook. You will need this to complete the self-assessment section at the end of the module.


Client segmentation and defining your proposition

Before you can create a proposition for your clients, you first have to understand them. This is particularly true for your retirement clients, who now have many more options to choose from when taking an income. This module will help you to define and categorise your client base based on their needs, before helping you decide what services you will offer each group.

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