CAS - (COMPETENT ADVISOR’S STATUS)
for: CeMAP & CeFA STUDENTS
Our financial advisers work alongside our mortgage advisers and our network of Professional Introducers (accountants/Solicitors) to deliver a wealth management proposition to their clients. This training programme provides you with a superb training strategy to take you to financial adviser status and then into Independent Financial Adviser status over time. At Crystalblend Training Academy we also provide you with sound business management expertise to allow you to run your own business effectively. We have our own bespoke ‘Business management for Financial services’ programme which will provide you with an 8 point quantitative plan for succeeding in Financial and we will work with you through this important early stage.
Following initial interviews and vetting you will be invited to attend the relevant courses leading to the industry CeFa examinations. Whilst you are studying for your Industry examinations you will be invited to participate in an initial 5 day ‘Advisor Skill Course’ which will allow you to see how your course material actually applies to the real world of Financial Services.
Adviser Skill Course Overview
The course consists of 5 days intensive training with a final assessment which is video recorded. This programme is run by Industry experts whom have over 20 years experience in the Industry.
On completing the Adviser Skill course you will need to attend the Inheritance tax Planning workshop for IHT licenses.
Once all of the above named courses have been completed you will be accompanied at each client meeting relevant to the entire product range and will be signed for competence at each stage of the sales process.
Your on-going competence will be supervised until CAS (Competent Adviser Status) has been achieved and you will then be monitored in accordance with the agreed risk matrix.
As you progress through your CeFa training we will be adding value to your own Business Proposition and enhancing your Sales and Marketing Skills.
We have devised Four Bespoke Training Modules:
Self development ‘Being The Best You Could Possibly Be’
FORMULATING QUANTIFIABLE INDIVIDUAL STEPPED PERSONAL DEVELOPMENT PRORAMMES
Take Control of your Career...
Other courses we offer
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