Product and systems training

Let's match your unique needs to our unrivalled premium finance offer – and bring out the best in us both

What do we offer?

We give you more training options than any other premium finance provider – from the best training team in the business.

On-site training

Our expert trainers will deliver training to you and your team at your chosen place and time.

Live web-based classroom training

If your schedule or set-up suits an online approach better, we can run fully interactive WebEx training sessions that pair your brokers with our trainers via desktop and phone.

Access to learning materials

Once your bespoke training is completed, it doesn’t stop there. Your team will have access to handouts, training manuals and demos to ensure they are always supported.

What does the training cover?

Our product, process and software training will leave your teams confident, knowledgeable – and efficient.

Product training – making the most of your bespoke products

How your bespoke products can best be employed to ensure your business gets the best from them – and your customers get the perfect product to suit their individual needs.

Process training – all you need to know about the way we work

Everything you need to know about our processes and how they influence your business and customers – delivered in a fully interactive way.

Software training – getting the best from our i-prompt platform

Making sure your different teams – accounts, sales, customer service or senior management – can make the most of our online platform according to their specific needs.

Meet the team
A wealth of expertise - and enthusiasm

Meet the team dedicated to raising the performance of your team

Nina Saunders

Product and systems trainer

Nina joined us in 2018 and in her previous roles has delivered high class training and coaching to our internal staff. Nina is the newest member of the Broker Training Team and will be working closely with Lauren on delivering face to face and WebEx training to our partner brokers.


Lauren Logue

Broker Trainer- products & systems

After joining us in 2016, Lauren’s talents were spotted in another role and she made the move over to the training team to work closely with Nina on delivering outstanding face-to-face and WebEx training.


Andrea Lester

E-Learning Consultant

Andrea is a passionate trainer with extensive experience in the insurance industry. Andrea joined in 2021 to identify brokers’ training needs, support them through eLearning, and ensure a smooth learning experience.


Danielle Bell

Broker training manager

Danielle has been with CBPF since 2010. Having joined the training team to deliver sessions via WebEx, she now creates interactive eLearning courses. It's also Danielle’s job to ensure that our team offers a high quality training package totally tailored to your needs.


100% of our brokers rated our training as good or excellent


Execs trained across our courses within the last 12 months


Trained on the online academy using one of our self-paced E-Learning courses


Live interactive sessions delivered in a year