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Essential skills needed before launching your career

Recommended for new starters


Achieving success as a financial adviser means having more than just the right qualifications.

Our AdviserSkills programme is designed to give learners all the day to day knowledge they need to work as advisers on top of ‘knowing their stuff’ from a technical point of view.

For newly qualified Advisers learning how to communicate effectively with clients is a key business skill required to thrive. This invaluable course looks at the main areas of the job role and covers the following key topics.

Ethics and Customer Focus
Building Effective Client Relationships
Adviser Skills

Key points

  • High quality tuition by industry experts drawing upon personal knowledge and experience.
  • Suitable for Mortgage, Financial Advisers and those in roles supporting financial planning processes.
  • Undertaking the programme sets you apart from your peers demonstrating your commitment to potential employees.
  • Self-funded students are assigned to a specialist recruitment consultant who will support you in securing your ideal job.


AdviserSkills is a high quality programme consisting of the following 3 key areas.

Topic Learning Outcomes
Topic 1
Ethics and Customer Focus
  • Being open, honest, transparent and fair
  • Working in the client’s best interests
  • Maintaining a CPD record
  • Working to a business plan
  • Identifying reacting to evolving regulatory requirements
  • Ideas for business improvement and personal development
  • Interacting with a range of stakeholders
Topic 2
Building Effective Client Relationships
  • Developing customer service skills
  • Building business relationships
  • Building rapport with clients
  • Time management
  • Developing effective communication
  • Managing objections and complaints
  • Negotiating and influencing skills
Topic 3
Adviser Skills
  • The advice process
  • Meeting with clients
  • Researching, identifying, presenting and implementing solutions
  • Client servicing
  • Adhering to regulations and compliance
  • Using technology and record keeping
  • Spotting opportunities
  • Developing a sustainable client bank
  • Attracting new clients

Work Placements

If you don’t already work in a financial advice company. We can help you to secure a work placement by introducing you to local adviser firms that are actively looking for new talent.

All students undertaking this AdviserSkills programme are assigned a specialist recruitment consultant and with connections to 1,000’s of adviser firms we’re in a great position to help you get the placement that’s right for you.

Study Options

Live Webinar (Online Tutorial)

If you enjoy the structure of classroom learning but prefer the convenience of studying at home, our Live Webinars are the perfect option for you.

Simply Academy’s live lectures are delivered by our team of experienced tutors, who are all experts in the field of financial services. Their industry knowledge and personal experience add an extra dimension to the lectures, while the small class sizes and relaxed atmosphere help you to get the most out of your course.

And because you can join the lecture from anywhere, we’re sure you’ll find that it’s the most convenient way to study.

Find out more
James Selley

AdviserSkills Trainer – James Selley

In 1996 James entered financial services as a customer adviser in a retail bank working he’s way up to branch manager. In 2001 he took a new position for what was a relatively small firm at the time of around 10 advisers called London & Country. After advising for a couple of years and with the business growing James moved into training becoming L&C’s Training and Recruitment Manager.

In 2012 they opened an office in Newcastle and having relocated James helped the company grow to over 450 advisers making them one of the largest brokerages in the UK.

Terry Bateman

AdviserSkills Trainer – Terry Bateman

A highly experienced training professional with over 40 years’ experience in financial services. Experience includes 12 years with Lloyds Bank where he was responsible for sales and technical training to a sales force of over 1500 head office staff.

Terry’s long and varied career includes working as an examiner for various awarding bodies, alongside delivering specialist training programmes on behalf of Simply Academy.

Customer Reviews

We use Coursecheck to collect feedback from everyone we train, so you can see for yourself what our customers say about us.

  • Liz L | 04 March 2021

    Have insight and a lot of things to learn

  • Nigel M | 03 March 2021

    I always felt it’s easier to have a subject taught to you, and it’s even more so when someone knows what they’re talking about! Alan is great and any obscure questions, he knew the answers to and if he didn’t, he’d find the answer out very quickly. Genuinely one of my favourite teachers that I’...

  • Hardip S | 03 March 2021

    Very Pleased.

  • Helen B | 03 March 2021

    Brilliant Course, will definitely be booking more, whether I pass or fail my exam!

  • Claire D | 03 March 2021

    Venue was awful always had to ask for water and coffee and milk everyday not replenished enough

  • Josh D | 25 February 2021

    Couldn't recommend this webinar enough, if your thinking of getting it ,do! I could watch the webinar back after the days learning and reclarify points I was revising. David was exellent, and a really nice bloke, he really knows his stuff, he made things very clear and easy while answering any questions our group had. I just passed with 87% merit, ...

  • Aaron C | 21 February 2021

    From talking to other students doing the course online I felt I made the right choice to travel into town as Pete made it easy to navigate through the various topics to understand. This was especially helpful as I am not from the industry.

  • Jack S | 19 February 2021

    After now completing My Mortgage Advisor apprenticeship, I can confirm all of my previous misconceptions of apprenticeships have been eridacated. The course and structure of learning have really allowed me to flourish in my role, and especially the online course material for my professional qualification which gave me the confidence when sitting my exams that i was going to pass. ...

  • Toby W | 19 February 2021

    Alan was a great Trainer and I enjoyed the course.

Book A Course

Course Bundle Deals – Save £££
Book CeMAP 1 + CeMAP 2&3 + AdviserSkills at the same time to receive £150 off (use promo code CEMAP150)
Book FSRE + AFA + AdviserSkills at the same time to receive £150 off (use promo code DipFA150)

Why Choose Us?

Specialists in Financial Education and Apprenticeships



We provide exceptional learning, empowering our students to reach their potential



Our carefully selected training consultants are amongst the most knowledgeable in their fields



We set the standards, over 15,000 people have studied with Simply



We are approved by professional institutions and work with the world’s top banks

Clear Methods, Clear Results

Trusted, awarded and accredited

Fully accredited to ensure we provide the highest possible standards in learning

AdviserSkills® Live Webinar

Simply Academy Live Online webinars blend the advantages of classroom learning with the convenience of home study. You can enjoy the benefits of being able to talk directly to your highly experienced tutor and interact with your fellow students, while being able to join the lecture from wherever you are.

And we record all of our lectures so you can catch up on any sections you might have missed, go back over topics to reinforce your knowledge, or re-watch a whole lecture when it’s time to revise.

Book Now


You’ll take part in ten live tutorials over the five days of the course. Each of the tutorials lasts 2.5 hours and features interactive activities, discussions and practice sessions to help you build the vital skills for your chosen career.



We purposefully keep our class sizes small, allowing you to really concentrate on your studies and get the most out of the course. It also allows your trainer to get to know you so that they can focus on the areas you need to improve.



Simply Academy’s tutors are all carefully selected for their personal expertise in their field. They are fully qualified, extremely knowledgeable and highly experienced in delivering engaging online training.



You’ll receive high quality training materials which complement the content of the live lectures. They’ll help to consolidate your understanding of the course, as well helping you when it’s time to revise for the exam.

Recorded Session

Recorded Session

You’ll also have full access to recordings of your live lectures, so you can catch up if you miss anything. And if you want to go over a topic again or check your knowledge, these recorded sessions are the perfect revision material.



We’re absolutely confident that the Adviser Skills course offers you everything you need to thrive in your chosen career. So we guarantee your enrolment with our Pass Assurance Scheme, which give you the option to take the course again completely free of charge* if you don’t pass your exam the first time around.

*Subject to terms and conditions

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