Sort by:
AdviserSkills Reviews
Noel D, 20 May 2024
I completed the AdviserSkills course and found it incredibly beneficial. The Tutor presenting the courses was knowledgeable and made the topics easy to understand. The course covered essential advisory skills like effective communication and client management. Overall, this course has significantly improved my confidence and competence as an adviser. I highly recommend it to anyone looking to enhance their advisory skills.
Georgina A, 20 May 2024
I attended the Simply Academy Adviser Skills webinar which I found really use. The course was well structured and engaging. The course material provided was useful and helped me follow the course easily. Highly recommend this course for anyone looking to improve and build their advisory skills.
Kayley W, 29 Apr 2024
As a newcomer to the banking industry, I was looking for a course that would help build my confidence when working with customers and offering a professional service. When researching I came across the AdviserSkills course offered by Simply Academy which covered essential topics that I found beneficial, and the interactive nature of the course helped allow me to grasp key concepts effectively. Overall, it provided a solid foundation for my journey into the financial sector, equipping me with practical skills and knowledge.
Sam R, 19 Feb 2024
I attended one of Simply Academy’s Adviser Skills course and I have to say, it was great. The instructor was knowledgeable and engaging, making the course easy to understand. The course structure was well-organized, with clear objectives for each lesson. I appreciated the interactive elements, like group discussions and practical exercises, which helped reinforce key concepts. Overall, it was a positive learning experience that I would recommend to others.
Howard T, 13 Dec 2023
Dave Beever is an excellent trainer. He really knows the subject matter and explains things in an easy to understand and memorable way
Ravi S, 22 May 2023
Dave was on point on every aspect of the training. I thoroughly enjoyed myself and learnt a mountain both about myself and what i need to do going forward to maximise my success as a mortgage and protection adviser. Thank you Dave 🍻
Lea P, 19 Jan 2023
excellent course, expertly delivered. thanks
Joshua L, 05 Oct 2022
An excellent course covering the fundamentals of what to become a high-quality financial adviser, from maintaining a CPD record to continuing to build on meaningful relationships moving forward. This has given me a great deal to think about and take forward in my role. Terry has extensive experience in the industry and commonly referred to examples in his previous work or those he worked closely with.
Eva B, 21 Jul 2022
A very good course with lots of interactivity and involvment for questions and discussion. Would highly recommend.
Oliver W, 21 Jul 2022
Found the course very helpful, it taught me a number of new skills I will continue to utilise in my career.