01702 533 400

2019 Training Calendar

We are pleased to share with you an overview of our 2019 Training Calendar which includes Training Academy events, Annual Conference, Mortgage Clinics, webinars and monthly areas of focus. We will email Ingard Network Members and DA Brokers who have registered to receive communications from us, in the run-up to each Training Academy event and webinar, to invite you to register to confirm your place. Additional training events and webinars will be added to this calendar throughout the course of the next 12 months and we will contact you to inform you of any exciting new additions.

 

If you would like to join us in the Chester office or Southend office for one of our Mortgage Clinics (small group training sessions), then please inform the below team members at least 5 working days in advance of each session. These sessions are exclusively for Ingard Network Members.

Chester Mortgage Clinics: Neil Mulhearn – 01702 538 818 or n.mulhearn@ingard.co.uk

Southend Mortgage Clinics: Louise Moores – 01702 533 401 or  l.moores@ingard.co.uk

During each Mortgage Clinic, you will have the opportunity to discuss existing cases, new enquiries, system queries or any other matters.

 

January

Monthly Focus: Business Generation

16/01/2019 – Webinar: 2019 Business Plan 

17/01/2019 – Mortgage Clinic

 

February

Monthly Focus: Second Charge Mortgages

13/02/2019 – Webinar: Second Charge Mortgages

21/02/2019 – Mortgage Clinic

 

March

Monthly Focus: Work Smarter Not Harder (Tips for Writing the Perfect Case from Sourcing to Compliance to Processing)

12/03/2019 – The Pulse: Second Charge, Bridging, Commercial & Portfolio Buy to Let Focus

12/03/2019 – Training Academy – North West – Venue TBC
Morning: Mortgages and Buy to Lets.
Afternoon: Second Charges, Bridging, Commercial & Portfolio Buy to Let

14/03/2019 – Training Academy – South East – Venue TBC
Morning: Mortgages and Buy to Lets.
Afternoon: Second Charges, Bridging, Commercial & Portfolio Buy to Let

21/03/2019 – Mortgage Clinic

 

April

Monthly Focus: Bridging Finance

25/04/2019 – Mortgage Clinic

 

May

Monthly Focus: Commercial (Mortgages for Trading Businesses)

08/05/2019 – Webinar: Commercial Mortgages

28/05/2019 – Mortgage Clinic

 

June

Monthly Focus: Specialist Mortgages

13/06/2019 – The Pulse: Mortgage & Buy to Let Focus

13/06/2019 – Annual Conference

20/06/2019 – Mortgage Clinic

 

July

Monthly Focus: Buy to Let (HMOs, Multi-Units, Student Lets, Large Portfolios, Releasing Equity for Expansion or Refurbishment)

10/07/2019 – Webinar: Buy to Let

18/07/2019 – Mortgage Clinic

 

August

Monthly Focus: Growing Ancillary Income Streams (e.g. Insurance, Conveyancing & Wills)

22/08/2019 – Mortgage Clinic

 

September

Monthly Focus: Insurance (Home, Business & Personal)

17/09/2019 – The Pulse: Insurance Focus

17/09/2019 – Training Academy – North West – Venue TBC
Morning: Mortgages, Buy to Lets & Equity Release.
Afternoon: Trusts, Business Insurance, Buildings & Contents
Insurance, Landlords Insurance, Life Insurance & Critical Illness Insurance

19/09/2019 – Training Academy – South East – Venue TBC
Morning: Mortgages, Buy to Lets & Equity Release.
Afternoon: Trusts, Business Insurance, Buildings & Contents
Insurance, Landlords Insurance, Life Insurance & Critical Illness Insurance

26/09/2019 – Mortgage Clinic

 

October

Monthly Focus: Equity Release

29/10/2019 – Mortgage Clinic

 

November

Monthly Focus: Compliance (Spotting Fraud, Reviewing Income & Due Diligence)

06/11/2019 – Webinar: Compliance

12/11/2019 – New Broker Training – North West – Venue TBC
Morning: Life Insurance, Critical Illness Insurance, Buildings & Contents Insurance
Afternoon: Mortgages, Buy to Lets & Specialist Lending

14/11/2019 – New Broker Training – South East – Venue TBC
Morning: Life insurance, Critical Illness, Buildings & Contents Insurance
Afternoon: Mortgages, Buy to Lets & Specialist Lending

21/11/2019 – Mortgage Clinic

 

December

Monthly Focus: 2020 Marketing Strategy

12/12/2019 – Mortgage Clinic

18/12/2019 – Webinar: Preparing Your 2020 Marketing Plan

 

Polite Reminder for Ingard Network Members

Please take the time to record the dates of the Annual Conference and Training Academy events in your calendar – these are compulsory events which you are required to attend. If for any reason you are unable to attend one of these events, please make a member of our Broker Support Team aware at your earliest opportunity.