How to Succeed as a Financial Adviser Podcast Series by Paul Archer
30 or so minutes for each module, with Paul Archer chatting through the secrets to becoming a successful financial adviser.
Course curriculum
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How to be a Successful Financial Adviser - Podcast Series
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Regulations and FCA Requirements
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Marketing an Adviser Business
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The Skills Needed to Become a Financial Adviser
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How to Run a Financial Advisory Business
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About this course
- Free
- 5 lessons
- 0 hours of video content
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CeMAP 2 & 3 Bootcamp 2024/2025
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CeMAP 1, 2 and 3 Full Bootcamp - 2024/2025
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CeMAP Full Podcast Series
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Course Tutor
Paul Archer FPSA CeMAP
Founder and Managing Director
[email protected]
Paul Archer began in the mortgage sector in 1983 - 40 years' experience. Mortgage Adviser, Financial Adviser, Manager, Consultant, Trainer and Coach.
CeMAP qualified, Level 4 IFA qualified, equity release, supervisory qualified.
Author of a myriad of technical texts spanning all areas for both the CII and the LIBF.
All team are also fully qualified and experienced.
Began teaching CeMAP in 1999, when it started, trained thousands of students.
Founder and Managing Director of Archer Training Ltd in 2001
Working with dozens of banks, lenders, brokers and insurers in the UK and the world.