Providing Knowledge, Sales & Implementation essentials

Our training provides the three key elements to help you as a professional to offer additional services to your private clients, confidently and professionally. Whatever your level of understanding, we provide essential insight and information to ensure your customers are informed and able to make an educated decision when choosing any or all of the services offered by you as trusted advisor.

The courses are offered on a scheduled basis throughout the year. Please contact us for an up-to-date list of availability, or courses can be provided as a bespoke service either at our premises or yours at an agreed time and cost.


Without a good understanding of how to use and implement legal services it is very difficult to be able to offer your clients a truly informed service.  We provide full training on a regular basis at our centrally located head office in Burton upon Trent, dealing with the full range of services that we offer.


We at CJC realise the difficulties that a great deal of professionals have in effectively putting across the benefits of our services to clients.  We run courses to address these sales needs, such as identifying the client, their needs, the process, how if affects them and the peace of mind it gives to clients when they agree to use the services.


Having covered the knowledge and sales processes it is important to understand how the advice should be implemented.  A good understanding of this is paramount to obtain a high proportion of recommendation business.

All courses can be tailored to individual requirements and can be done either singly or in multiple modules at our premises or yours.  For an up-to-date calendar of courses, contact us.

Training Options

Training to enable more lucrative relationships for you as an advisor. Creating the opportunity to up sell and cross sell appropriate services, while ensuring your duty of care to protect your customers from financial catastrophe, and to protect yourselves from potential litigation.

Contact us to find out more about how the training enables you to confidently increase your offering while we support with documentation and services.

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