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.

Debbie P | 23 January 2023

Alan was an amazing trainer. Definitely not death by powerpoint which so many trainers guilty of. His knowledge and relatable stories which helped you remember key info were invaluable. I was booked in with him next week for 2 and 3. - absolutely gutted that this was cancelled due to strikes and no additional date close to this date has been offered. ...

Lea P | 19 January 2023

excellent course, expertly delivered. thanks

Judit G | 18 January 2023

The course was really great, our trainer Luke was brilliant, he was explaining everything with clear, real life examples that helped understand the topics that were discussed. During the exam, there were a few questions that were not discussed or were in the book but overall it was a great course. I managed to pass with merit the next day ...

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
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