Brand New – free exam guides for AF1, AF2, AF3, AF4, AF5 and AF6 – Click here to register
Executive Development Programmes - Click here
AF1, 2, 3, 4, 5 and 6 training available in house for
5 or more people - Click here
Brand New 'public' supervisor courses with Ian Patterson - Click here
AF6 - Senior Management and supervision subject - Click here
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J10 & J11 courses - Click here
New and experienced advisers.
To develop and practice key interpersonal and fact finding skills that enhance business performance.
All of our courses are available on an 'in-house basis'. We do not currently provide 'public' courses.
As a result of this training, advisers should be able to:
Re-consider how we position our services and build value in the eyes of the client.
Recognise different client buying motivations and use this to develop rapport more quickly
Use four different questions to fact-find (based on the purpose for asking them)
Identify and get client buy-in to a wider range of advice
Identify how current advice processes can be enhanced
Explain the FSA requirements under Treating Customers Fairly (TCF) as they apply to the advice process