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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

Fast Track (Classroom)

The flexible Fast Track study option is a highly effective way to learn the essential skills required to ensure you thrive within this sector.

Our experienced tutors, all experts in the field of financial services draw upon personal knowledge and experience to bring to life the training in the form of interactive discussions, activities, presentations of key information and practice sessions. We keep class sizes small and like to create a relaxed atmosphere. This helps our students to concentrate on their studies and reach their potential.

Situated in city centre locations in London, Birmingham and Manchester over 5 days these AdviserSkills workshops are set in comfortable and relaxed surroundings the perfect environment for your learning.

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.

  • Oliver P | 22 July 2020

    Very well taught

  • Summer H | 21 July 2020

    I thoroughly enjoyed the training course and feel a lot more prepared for my exam now as opposed to before.

  • Amrish S | 21 July 2020

    Passed - Peter was great and would fully recommend

  • James C | 20 July 2020

    Jim was superb, from start to finish. Everything from explaining the content to bringing to life real life examples, he knew when to drill particular sections home and when to highlight specific areas of knowledge gaps. Nothing was to much to ask, and I feel our full class felt at ease and comfort throughout the course.

  • Rosheen S | 14 July 2020

    Peter is a very good lecturer. He takes pride in his teaching and wants nothing but the best for all his students.

  • 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.

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

Fast Track (Classroom)

With AdviserSkills Fast Track, you are taught the full syllabus in a classroom setting. Our experienced tutors, all experts in the field of financial services draw upon personal knowledge and experience to bring to life the training in the form of interactive discussions, activities, presentations of key information and practice sessions.

Adviser Skills Fast Track is easy to follow, offering you the very best preparation to embark on a new career within the sector.

Book Now


Teaching key skills & behaviours of the day to day job role in the form of interactive discussions, activities, presentations and practice sessions.



We purposefully keep our class sizes small. This ensures that you are given sufficient attention in an informal teaching atmosphere, with plenty of time to ask questions.



Our carefully selected tutors are all fully qualified and are amongst the most knowledgeable in their field. They are not only excellent teachers but come with years of their own practical experience to offer a thorough understanding of the real-life financial industry.



You will be given full, high quality training materials to make learning as simple as possible. These packs also make excellent points of reference once you have finished the course and want to revisit modules.



Birmingham – London – Manchester

All our venues are conveniently placed and easily accessible by both road and public transport. We know that to learn effectively, the environment must be right. Therefore, we provide exclusive and modern training rooms fitted with air conditioning and with plenty of natural light.



If you don’t already work in a financial advice company. We can help you to secure a work placement by introducing you to adviser firms actively looking for new talent.

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