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AdviserSkills

Essential skills needed before launching your career

Recommended for new starters

Overview

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.

Syllabus

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.

  • Satinder S | 20 November 2020

    Can't complain - was very happy with the trainer. I felt Maurita was excellent and very structured I would also like to add David was an excellent teacher too on Cemap 1

  • Sophie L | 17 November 2020

    Brilliant course and thanks to Terry for making it interesting and enjoyable.

  • Kevin R | 16 November 2020

    Really enjoyed the week course, Jim was a great teacher. Made sure we all understood and was able to answer all queries. passed both units on my ceMAP1 this morning which would of taken me ages if self taught. cant recommend enough. looking forward to the next course with simply academy at the end of the month with cemap 2/3. Great ...

  • Stefano L | 11 November 2020

    Intense but enjoyable course. Great credit to Peter for his competence on the subject.

  • Sarah W | 10 November 2020

    I loved the course, such an enjoyable week even though it was SUPER intense!! Pete is a fantastic teacher, his style is unconventional but it works brilliantly!! The intenseness of this course could've made it really difficult to keep focused, but with Pete's stories, jokes and amazing teaching style every day had an edge of fun to it as well ...

  • Tom P | 09 November 2020

    Pete knows his stuff and explains everything so well. The way he explains everything makes it so easy to remember as he is extremely thorough and goes above and beyond. He was funny throughout and made the course interesting. I went into the course not very confident I would pass the exam. I had the exam on the Saturday straight ...

  • Ana B | 04 November 2020

    Amazing week, so much to learn in such short time, but Pete made it so easy with his great methods and tips. And we all appreciate the few jokes and personal stories that brings the course to life. Thank you again!

  • Sophie L | 02 November 2020

    I had the pleasure of having Linda Press as my tutor and I couldn't recommend her more, even through the first lockdown Linda was committed in providing me the best support via facetime/telephone and I couldn't have progressed and succeeded as much as I have without her! I passed my RO1 exam within 3 months and continued to finish my ...

  • Lilly B | 02 November 2020

    James Selley was my assessor and he couldn't have been more helpful during the course, nothing was too much to ask and he was very knowledgeable on the subject and exam layout.

  • Emma M | 02 November 2020

    The course led by Peter Slater was brilliant, informative and enlightening. I loved the pace and analysis of the work that we needed to cover and I left feeling well-prepared and ready to take the exam.

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Why Choose Us?

Specialists in Financial Education and Apprenticeships

Passion

Passion

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

Confidence

Confidence

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

Knowledge

Knowledge

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

Trust

Trust

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.

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10 LIVE TUTORIALS

10 LIVE TUTORIALS

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.

SMALL CLASS SIZES

SMALL CLASS SIZES

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.

EXPERIENCED TUTORS

EXPERIENCED TUTORS

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.

FULL STUDY PACKS

FULL STUDY PACKS

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.

PASS ASSURANCE SCHEME

PASS ASSURANCE SCHEME

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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