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.
Arron L | 03 March 2020
Peter delivered the course content in a way that was understandable and efficient. Thought it was excellent.
Daniel B | 26 February 2020
Excellent course, great value for money and saved me months of home revision. Passed my CeMAP 2 first time with my CeMap 3 in a couple of days feeling confident
André P | 25 February 2020
Terry was clearly knowledgeable about the subject matter and quick to offer context to the study materials. At each stage Terry gave us comparisons and stories that helped us to engage with the course clearer. Time will tell if the stories take root i guess. But overall i found the course very helpful and am hoping it serves me well ...
Sophie M | 25 February 2020
The course was very insightful and informative and Terry added a significant amount of context to the learning material which made it relatable and a lot clearer to understand and retain. Terry is a great trainer and has a huge amount of knowledge in the subject area, making his teaching very engaging and exciting.
Carol W | 13 February 2020
There was no heating in the toilets
Zac P | 04 February 2020
Pete is amazing.
Charlotte N | 04 February 2020
Dear Simply, I couldn’t recommend Pete Slater enough. He has such understanding and is an absolute book of knowledge. I enjoyed his classes so much and for what is such a difficult/full on course, he teaches with ease. Great man. My only negative comment about the simply process, is that I didn’t think it is clear at ...
Polly-Anna S | 04 February 2020
Once again Pete smashed it! All thanks to him and his patience, tips and easy way of teaching, I am now CEMAP qualified. Big up Pete!!! X
Joe H | 29 January 2020
Alan was superb, his way of delivering the content is second to none and would be more than happy to attend any course that Alan was a part of.