Mortgage & Financial Adviser
Continued Professional Development

85% of employers state soft skills are lacking in newly qualified advisers.

Being a successful Mortgage Adviser or Independent Financial Adviser requires more than just having the right qualifications and technical knowledge. You’ll 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.

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,

Working with one of our expert trainers, you’ll cover subjects such as ethics, customer focus and building customer relationships. You’ll also learn about time management, negotiation skills and attracting new clients.

Studying AdviserSkills with Simply Academy

  • This course consists of three key topics. You may choose to study the whole course or any individual topic of choice.
  • You’ll 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.
  • This programme is accredited by The London Institute of Banking & Finance as meeting their requirements for effective CPD.

Get course information

Drop us an email to receive your career guide and further course details.

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Download our Course Guide


Over 20000 people have studied with us, so you can have confidence in our experience.


Our carefully selected training consultants are amongst the most knowledgeable in the industry.


We are Government backed and approved by professional institutions.

Did you know, AdviserSkills was developed with employers who helped identify the essential skills they seek in an employee



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

Study Options:

AdviserSkills Webinar

Live Webinar

If you enjoy the structure of classroom training but prefer the convenience of studying at home, our live webinars are the perfect option.
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 experiences add an extra dimension to the lectures.

Find Out More


What is the AdviserSkills programme?

It takes more than qualifications and technical knowledge to be a successful Mortgage Adviser or Financial Adviser. You also need a range of soft skills to help you build a strong relationship with your clients. AdviserSkills helps you to develop these skills, so that you are in the best possible position to advise clients on the products that will suit their requirements.

Why are soft skills so important for a Financial Adviser?

Advising clients on financial matters requires a range of interpersonal skills, which allow you to communicate effectively and build trust with your client. The AdviserSkills programme will help you to develop these skills as well as working on topics such as time management, record keeping and attracting new clients. With these skills, you’ll be well equipped to thrive in your new role.

Do I need to pass an exam to complete the programme?

There is no exam to take at the end of the AdviserSkills course. Once you’ve successfully completed the programme, you’ll receive an employer recognised certificate.

Can I study AdviserSkills on its own?

Many newly qualified advisers choose to continue their professional development by undertaking AdviserSkills, as it has been designed to complement the technical knowledge already gained in achieving either CeMAP or DipFA qualifications. Studying both the courses together is a fantastic way to begin a new career in financial advice, setting you apart from your peers.

This CPD programme is accredited by The London Institute of Banking & Finance therefore perfect for existing advisers who wish to undertake continued professional development (CPD) to maintain professional standards.

Simply Academy is accredited as a trusted partner by The London Institute of Banking & Finance
LIBF CPD Accredited
Simply Academy is trusted by the Education & Skills Funding Agency
Simply Academy awarded the Highest Rated Courses Brilliance Award 2019 from CourseCheck
Simply Academy is FSQS (Financial Services Qualification System) registered

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