AdviserSkills Reviews

excellent course, expertly delivered. thanks

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.

A very good course with lots of interactivity and involvment for questions and discussion. Would highly recommend.

Found the course very helpful, it taught me a number of new skills I will continue to utilise in my career.

I found this course extremely helpful and felt that Terry was very engaging and definitely knew his stuff. Thank you.

I enjoyed the course and found Chris an engaging trainer. My only feedback relates to topic 1. I appreciate that the Adviser Skills course is designed to complement the qualification courses you run and would benefit people who are new to the industry. Therefore, this is just my personal opinion, but in hindsight I would have only booked topics 2 and 3. Topics 2 and 3 addressed the areas I was hoping to cover on the course and I have taken a lot of points away which I feel will help me as an adviser. If you offered a course focusing solely on soft skills in isolation, I would have happily spent more time on the questioning techniques and role play exercises. This isn't really offered in the industry and I feel would be helpful to both new advisers and as a refresher for experienced advisers.

Being new to the financial world, the course helped me develop a personal development plan on how to get into the workplace, whilst giving me examples of how to approach initial meetings and fact finds. As always the tutor made the content current and entertaining for the whole five days. Highly recommend, thank you.

Absolutely loved the course. Has gave me great motivation and confidence going forward. Thanks to David and the other participants for a great week.

Dave was brilliant and the course was extremely helpful and insightful hoping to be able to put all my learning into practice soon. Once again Thankyou Dave for all your help and support.

This is a great course for a newbies to the industry or anyone looking to brush up there skills, David the tutor was great, I found him really truly helpful and informative. There were people from all different sectors of finance and stages in there careers and he catered really well for all of us. I felt really inspired at the end of the week and would recommend this course to anyone. Thanks simply academy for all the help and support on my journey. Its been really helpful.