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.

Please complete this form to book.