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.
Satinder S | 20 November 2020
Can't complain - was very happy with the trainer. I felt Maurita was excellent and very structured I would also like to add David was an excellent teacher too on Cemap 1
Sophie L | 17 November 2020
Brilliant course and thanks to Terry for making it interesting and enjoyable.
Kevin R | 16 November 2020
Really enjoyed the week course, Jim was a great teacher. Made sure we all understood and was able to answer all queries. passed both units on my ceMAP1 this morning which would of taken me ages if self taught. cant recommend enough. looking forward to the next course with simply academy at the end of the month with cemap 2/3. Great ...
Stefano L | 11 November 2020
Intense but enjoyable course. Great credit to Peter for his competence on the subject.
Sarah W | 10 November 2020
I loved the course, such an enjoyable week even though it was SUPER intense!! Pete is a fantastic teacher, his style is unconventional but it works brilliantly!! The intenseness of this course could've made it really difficult to keep focused, but with Pete's stories, jokes and amazing teaching style every day had an edge of fun to it as well ...
Tom P | 09 November 2020
Pete knows his stuff and explains everything so well. The way he explains everything makes it so easy to remember as he is extremely thorough and goes above and beyond. He was funny throughout and made the course interesting. I went into the course not very confident I would pass the exam. I had the exam on the Saturday straight ...
Ana B | 04 November 2020
Amazing week, so much to learn in such short time, but Pete made it so easy with his great methods and tips. And we all appreciate the few jokes and personal stories that brings the course to life. Thank you again!
Sophie L | 02 November 2020
I had the pleasure of having Linda Press as my tutor and I couldn't recommend her more, even through the first lockdown Linda was committed in providing me the best support via facetime/telephone and I couldn't have progressed and succeeded as much as I have without her! I passed my RO1 exam within 3 months and continued to finish my ...
Lilly B | 02 November 2020
James Selley was my assessor and he couldn't have been more helpful during the course, nothing was too much to ask and he was very knowledgeable on the subject and exam layout.
Emma M | 02 November 2020
The course led by Peter Slater was brilliant, informative and enlightening. I loved the pace and analysis of the work that we needed to cover and I left feeling well-prepared and ready to take the exam.