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
- 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.
Ethics and Customer Focus
Building Effective Client Relationships
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.
We use Coursecheck to collect feedback from everyone we train, so you can see for yourself what our customers say about us.
Nathan W | 12 April 2021
David was very knowledgeable and had a well structured course laid out to explain how to tackle the coursework. My only complaint would be that we spent, what I'd consider to be, an unreasonable amount time discussing submission and plagiarism. I understand that others needed clarity on this topic but I feel this could have been condensed to allow more ...
Simon M | 10 April 2021
Took CeMap 1,2&3 with Terry Bateman as the trainer. An unbelievably passionate and knowledgeable trainer with an adaptable style of training. I did two weeks, one after the other completing the course and passing the exams for 1,2&3 in about 4 weeks. I couldn’t have done it without Terry’s guidance. Something that can not be bought is experience and ...
Stefan H | 09 April 2021
I wouldn't have passed CeMap 1,2 & 3 if it hadn't have been for Simply Academy & in particular Alan Downing's style of teaching. First class and fun all round. Thank you.
Leah M | 08 April 2021
Great support the whole way through. Thank you
Madi F | 06 April 2021
I have recently completed my Level 3 Apprenticeship in Financial Services, I was fully supported throughout the process and nothing was too much of an ask. Special thanks to Norman who helped me achieve a distinction! Also, a special thanks to Jim who got me through my CeMAP qualification.
Emma S | 06 April 2021
Throughly enjoyed this training course. Terry was fantastic. Explained each section in plain English, answered questions and made it a very enjoyable virtual class room environment. Was always available before and after the days course for additional questions. Thank you. I am looking forward to the next course.
Asma I | 01 April 2021
Alan is a perfect tutor, without his help I wouldn’t have passed the course straight away. He’s a great credit to simply
Emma K | 01 April 2021
Overall Dave always makes courses engaging and positive. He uses story telling to make the content more engaging. I liked the break out groups and opportunity to discuss the subjects.
Ben B | 31 March 2021
I’ve just completed 12 days of webinars with David Beever across CeMAP 1, 2 & 3, and then equity release as well. All the way through he has been absolutely fantastic. I was worried when I booked that I wouldn’t get the same experience as training in person, but I needn’t have been concerned. He’s absolutely one of the best ...
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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)