Please click on Start Assessment.
You will be asked 8 questions and have 15 minutes to complete the assessment with a required pass mark of 85%
0 of 8 questions completed
You have already completed the assessment before. Hence you can not start it again.
Assessment is loading…
You must sign in or sign up to start the assessment.
You must first complete the following:
0 of 8 questions answered correctly
Time has elapsed
You have reached 0 of 0 point(s), (0)
Earned Point(s): 0 of 0, (0)
0 Essay(s) Pending (Possible Point(s): 0)
During which point should you be identifying if the help of a specialist is needed?
How should the client feel about you referring their case to a specialist?
You have a client who has a question regarding Equity Release, but you don’t know much about this area and have no qualifications for this – what do you do?
Why might you need to refer a case to a specialist?
If you refer a case to a specialist that’s your job finished – true or false?
What do we mean when we use the term ‘specialist’?
How should you feel about having to use the services of a specialist on a case?
Why would a specialist be happy to work with you on a case?
(Select 2 answers)