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Course fee: Topic 1 £200+VAT, Topic 2 £200+VAT, Topic 3 £295+VAT
Study method: Online (structured with tutor)
Duration: 30 (CPD) hours
The total course consists of ten tutorials each lasting three hours
Additional information: This programme is accredited by The London Institute of Banking & Finance as meeting their requirements for effective CPD.

Being a successful financial adviser or mortgage adviser requires more than just having the right qualifications and technical knowledge. You will also need a range of interpersonal skills so you can develop a strong relationship with your clients and advise them on the best products for their requirements.

The AdviserSkills course is the ideal way to develop the skills you will need to thrive in your role. This CPD accredited programme is perfect for newly qualified advisers and is ideal for existing advisers who wish to undertake continued professional development (CPD) to maintain professional standards and knowledge post qualification.

Working with our trusted partner, Simply Academy, you will cover subjects such as ethics, customer focus, building customer relationships and mastering client meetings. You will also learn about time management, negotiation skills and attracting new clients.

Key points:

  • This course consists of three key topics. You may choose to study the whole programme or any individual topic of choice.
  • You will receive high quality tuition from industry experts, drawing upon personal knowledge and experience.
  • Suitable for mortgage Advisers, financial advisers and those in roles supporting financial planning.
  • Undertaking this programme of study sets you apart from your peers, demonstrating your commitment to high standards of service to potential clients and employers.
  • After course completing the course, you will be awarded an employer recognised certificate.



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 and 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 –
Mastering client meetings

The advice process

Initial call techniques

Fact finding with clients

Researching, identifying, and preparing solutions

Presenting the solutions

Review meetings and client servicing

Referrals and spotting opportunities

Adhering to regulations and compliance

Using technology and record keeping

Developing a sustainable client bank

Attracting new clients with your brand

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Course bundle deals

Book all three topics at the same time to receive £100 off (Use promo code LIBF100)

Simply Academy is accredited as a trusted partner by The London Institute of Banking & Finance
Simply Academy awarded the Highest Rated Courses Brilliance Award 2019 from CourseCheck
LIBF Accredited CPD

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