|Course Fee:||Topic 1 £275+VAT, Topic 2 £275+VAT, Topic 3 £325+VAT|
|Study Method:||Online (structured with Tutor)|
|Duration:||30 (CPD) Hours
The total course consists of 10 tutorials each lasting 3 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.
- 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.
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
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 3 topics at the same time to receive £100 off (Use promo code LIBF100)