Compliance that isn't Complicated. Learn how to run your Sourcing and Deal Packaging business effectively and professionally.
Our course will guide you through every step of the sourcing process, from marketing your business to structuring your fees, from calculating deals for investors to onboarding them seamlessly, from securing sellers to ensuring to get paid - this course covers all, with the crucial aspect of compliance woven through - forming the bedrock of professional sourcing.
You will come away understanding what's required to set up your business legally, and how to operate successfully and compliantly day to day.
As a bonus, you will also receive your first year of NAPSA Membership to access one-to-one support with Tina herself, to make sure what you have set up works for your business and keeps you within the national minimum compliance standards required.
This course won't leave you hanging, we are here to support and guide you, after all, we want you to run successful and professional businesses.
With 12 months' access, you'll have plenty of time complete your training, set up your business and stay up to date on compliance and documents for your first year of business.
What You Will Come Away With
Our course is packed with all of the information you really need, what you should know, and useful tips we've learned along the way after 13 years of running a sourcing business:
✔ Data Protection Training
Understand how to capture and hold your investor and seller data securely. Our course teaches specifically to sourcing and deal packaging businesses on what ICO expects of you and the tools you need in place to securely handle data.
✔ Anti-Money Laundering Training
When a vast proportion of money laundering is carried out through property in the UK, HMRC are very hot on making sure estate agents and sourcing agents are tuned up in anti-money laundering training.
Our course provides in-depth information on what it takes to protect your business from potential criminal activity, including tell-tale signs and your due diligence requirements. This is critical training that every director, shareholder or customer facing employee must complete regularly.
✔ Custom certificate
Provided on completion of both Data Protection and & AML courses so you can present if asked by any of the regulatory bodies
✔ Learn How to Source Day to Day
Absolutely essential in understanding how to operate successfully and compliantly. This course will guide you through the entire process, with compliance woven into each module. You will come away from our course understanding how to:
- Market Your Business
- Different Fee Structures
- Onboarding an investor
- Finding & Calculating Deals
- Presenting a Deal
- Securing a seller
- Getting Paid
No more confusion or being lost of what to do and when, we will hand hold you through the process so you're clear and confident when talking to investors and sellers.
✔ Legally Required Documents
These documents can quite literally mean the difference between getting paid or not by a client, or being fined or not by HMRC.
You will receive a downloadable template for each document, with a training video to accompany each.
- Template provided for each document
- Video training for each document
- Access for 365 days - any updates or new documents during this time, you will get notified and access given
Our Terms of Business Template alone is worth over £5,000 and has been written and created together with Forbes Commercial Contracts.
Don't risk your business by using an NDA or poorly written documents, get your sourcing business looking and acting professionally from the get go.
✔ NAPSA Membership
You'll get the first year of membership on us, to access one-to-one support to check everything you've completed and set up works for your business.
Get peace of mind from the start that you're on the right path. Plus, you'll have access to all other benefits NAPSA offers members:
- Searchable business profile
- Access to the Professional Community
- Weekly live session with Tina
- Monthly webinar (incl. industry leading guest speakers)
- Member Hub with video training, business support, toolkits, templates and more!
- Discounted insurance
- Discounted training each year
- Marketing and business development support for your business year on year
How Does it Work?
Our Complete Course is fully online, so as soon as you join, you will be provided with login access to view each course.
Simply login and complete the video modules as you go - you can come back and re-watch at any time over 365 days.
We recommend you follow the order we have designed for ease of following and understanding the content.
You can ask questions on each module if you're unsure - or hold all questions together until after you've completed and book a call in with Tina.
Please allow 1-2 working days for your NAPSA code to arrive via email. You will have 60 days to activate once the code has been sent to you, giving you plenty of time to complete the training.
Why Don't We Include Registrations and Insurance?
We know others do, however there can be serious issues with allowing another business to set up legally required registrations and insurance.
Through the National Association (NAPSA) we have witnessed potential serious issues arise from such setups, including insurance that isn't fit for purpose and registrations not being set up under the sourcing company's name.
Our strong advice is to set up your registrations and insurance yourself. You have peace of mind knowing it's correct and accurate for YOUR business.
Our course will guide you through these, showing what you need to be aware of for each - and don't forget the one-to-one support via Membership, so we can walk you through if you're unsure!
You can read more here
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Please note, you'll get 12 months access to complete all of the courses and receive a certificate of completion for the Data Protection & Anti-Money Laundering when finished - although with steady progress you can complete all four courses within a 30 day period.
You will also receive 12 months membership for NAPSA which will renew each year for £195 +VAT, however you can cancel any time before the renewal date.
Please note: you should allow an additional £1k-£1.2k (approx) for your registrations and insurance.
Please read out Terms & Conditions