Course description 

The purpose of this course is to introduce advisers to the skills they need to successfully complete an interview.

Topics include

  • Communication and listening skills
  • Managing expectations
  • Getting the whole picture
  • Sensitively completing a financial statement
  • Dealing with problems
  • Adviser self-care

Course level: introductory/refresher 

Additional details 

  • Tea/coffee and biscuits will be served 

Terms and Conditions

Should you be unable to attend the course, please let us know at least two working days before the course date. Should you fail to notify us, you will be charged the full training fee.

If you would like to book and pay online, please complete the below. If you would prefer to receive an invoice, please click here

Book a place

Ticket Quantity Price

Full member

Decrease Increase £60.00

Associate member

Decrease Increase £90.00

Non-member (third sector)

Decrease Increase £90.00

Non-member (other)

Decrease Increase £120.00