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Essential skills needed before launching your career

Recommended for new starters


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.


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.

  • 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 ...

Book A Course

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)

Why Choose Us?

Specialists in Financial Education and Apprenticeships



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



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



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



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.

Book Now


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.



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.



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.



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.



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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