AdviserSkills®

Mortgage & Financial Adviser
Continued Professional Development

Fees: Topic 1 £200+VAT, Topic 2 £200+VAT, Topic 3 £295+VAT
Tip: enrol on all 3 topics at the same time to save £100
Study Method: Online (structured with Tutor)
Duration: 30 (CPD) Hours
The total course consists of 10 tutorials each lasting 3 hours.
Additional Information: This programme is accredited by The London Institute of Banking & Finance as meeting their requirements for effective CPD. Once completed you receive an employer recognised certificate.

Live Webinar training offers you the best of both worlds: the more structured format that you get from a classroom-based training course combined with the flexibility to study from any convenient location. This makes our AdviserSkills Live Webinar course an effective way to learn the soft skills that are so important for a successful career in Financial Services.

Over the three days of the full AdviserSkills course, you’ll receive 30 hours of scheduled Live Webinar tutorial sessions. Our expert trainers will guide you through the course syllabus, sharing their own experiences of working in the Financial Services industry to illustrate and enhance the training materials.

Our Live Webinar class sizes are kept intentionally small as this helps to facilitate discussions within the class group, and also allows our tutors to provide you with live feedback as the course progresses. In our experience, Simply Academy students find the relaxed and engaging style of our online webinar training both enjoyable and easy to understand.

We also record all of our Live Webinar training sessions, which makes them a useful revision resource when you want to catch up on a missed session or reinforce your knowledge of a topic area.

And because you can study our Live Webinar courses from any location, you don’t need to book accommodation or factor in any additional travel costs. It also makes it especially convenient for advisers who need to fit the AdviserSkills training course into their busy schedule.

Important Notice:

AdviserSkills complements our CeMAP and DipFA courses and is suitable for both newly qualified and experienced advisers. We recommend that newly qualified Mortgage Advisers and Financial Advisers should book and complete the whole AdviserSkills programme to ensure that they get the maximum benefit from the course as they start their new career.

The AdviserSkills course is also CPD accredited and makes an ideal option for Continuing Professional Development training. More experienced advisers can choose to book a single topic as a CPD training course, but of course they are also able to book the whole course if they wish to gain the full benefit of the AdviserSkills syllabus.

Approved study text

Approved study text

Accredited tutors

Accredited tutors

Quality assured training

Quality assured training

Customer Reviews

We use Coursecheck to collect feedback from everyone we train, so you can see for yourself what customers say about us.

Steven S | 25 September 2023

David was a fantastic trainer. He made a 2 day course humorous and a joy, making some complicated and tedious LIBF reading easy to understand and generally fun. His ways to help you remember important dates and information is fantastic and I personally would 100% recommend Simply Academy and David Beever. Thank you David :)

Georgia C | 19 September 2023

I found some of the work given to me wasn't always relevant to the course I was on, so at times I was questioning why I needed to complete it. That being said the support and help I received from my tutor, Margaret Bloor, was exceptional. She was understanding and supportive at all times.

Nicolas H | 11 September 2023

Overall the apprenticeship was helpful, especially as someone completely new to the industry. There was plenty of support from Simply Academy, in particular from my Tutor, who was always on hand to help. Certain parts of the course seemed a bit unnecessary at times, but overall this was a very helpful course.

Book a Course

Course Bundle Deal

Book all 3 topics at the same time to receive £100 off (use promo code AS100)

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
X

Get Course Information

Fields marked with a * are mandatory

    Please select the sector you are interested in:*:

    We will use your details to send you information that relates to the sector selected. We will attempt to follow up using the phone number and email address provided to ensure you have the full information.

    I consent to you contacting me for these purposes*

    For further information about how we collect and use your data, please see our Privacy Policy

    Please enable Javascript in order to successfully submit this form.

    X

    0808 208 0002 (freephone)

    Let’s talk. We’re open Mon-Fri 9am to 5.30pm

    Thank you for contacting Simply Academy.

    Your enquiry has been received and a member of the Student Support Team will be in touch with you shortly to discuss your training requirements, but if you need to reach us in the meantime, please call 0808 208 0002 (freephone) or email [email protected] for assistance.