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.
Abi B | 22 September 2020
Really happy with the course, as I passed my exam yesterday! The only thing that I would say is that it felt a bit rushed toward the end of the week to cram the info in for Unit 2 so I did need to go over this unit on the Saturday.
Neil O | 21 September 2020
High quality material and tutor however the final day and a half felt very rushed and will need to read over module 2 again before taking the exam
Sue B | 11 September 2020
I have just completed my Level 3 Apprenticeship in Financial Services Administration. I found Simply Academy to be helpful and professional. They always responded to any queries I had on time, and provided relevant guidance to enable me to complete my apprenticeship. My tutor has been amazing, supporting me through my journey. His advice has been invaluable and he was extremely ...
Leanne M | 08 September 2020
Good course and Alan was extremely thorough. Managed to pass the exam the following day!
Sarah D | 20 August 2020
Really good course with a great tutor. Would recommend the fast track course to anyone
Euan F | 20 August 2020
Great trainer. Would recommend.
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.
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)