Training & Development

The Academy training & development syllabus is a rigorous coaching and assessment programme that will equip you to provide a first class, professional and expert wealth management service to your clients.

It is a comprehensive and intensive full-time course that will require your full attention and commitment. Individuals who are unsure as to whether they can spare the time should probably not consider applying for Academy membership.

The programme provides a modular approach to becoming a professional wealth adviser. It focuses on four key areas

• The attainment of the required professional qualifications, enabling you to provide relevant and expert advice to address your clients’ financial needs
• Thorough training on every aspect of the St. James’s Place Wealth Management service proposition
• The acquisition of business management skills and knowledge, which will prepare you for setting up, managing and developing a successful and growing wealth management practice in the UK. This will include:
  • Marketing, client acquisition and client management skills
  • Developing professional and business relationships
  • Business planning and financial modelling
  • Training on the St. James’s Place technology and business support platform
  • Legal and regulatory requirements
• The acquisition of advisory skills, which will enable you to determine client needs and provide relevant and expert financial solutions. This will include:
  • A thorough grounding in all aspects of financial planning and advice provision
  • Discussion, questioning and negotiating skills
  • Research, information provision and recommendation skills
  • Maintaining client records, technical and compliance requirements
  • Managing your time and resources effectively