Created in response to a changing regulatory environment, where depolarisation and pensions A-Day has shifted advisers focus from selling low-margin products, the new flexible programme will offer more hands-on practical guidance, and greater business management assistance, alongside the traditional product and technical training.
Subjects will be delivered in a variety of formats, including face-to-face workshops and seminars, along with more e-learning opportunities and the use of web casting.
Sesame’s Paul Dawson commented: “With our profession under sustained scrutiny from the government, regulator and consumer organisations, learning has never been more important as a business issue for advisers. Improving skills, knowledge and professional competence are critical elements in demonstrating the value of professional financial advice. In a market where differences between products are diminishing, this will be what sets advisers apart, helping them to protect their client base and win new business. That is why our new learning syllabus offers content that ranges from technical training through to help on generic business skills. We are committed to helping advisers build lasting value in their firms, regardless of whether they operate by fees, commission or retainers.”
Commenting on the new approach, AIFA director general at the AIFA, Chris Cummings, said: “Exams are an essential component of any profession and they help ensure an adequate level of knowledge is attained, however they alone are not sufficient. Professional advisers require other general business skills, which they need to develop on an ongoing basis, to help the best qualified advisers become real professionals.”
The events are open to all advisers free of charge, and are taking place at locations around the UK until 7 June.
