Chris Jones completes his trio of articles, sharing a detailed insight into the Quilter Academy's process
Chris Jones is director of the Quilter Academy In the last two articles, we explored our selection process and then focused on the student journey toward achieving their Level 4 qualification which, as we said, is only the beginning. The next phase of a student's journey is equally, if not more, important. Students must develop a broad understanding of what the financial adviser role entails: building product knowledge, understanding how a wide and varied range of products can meet diverse client needs, meeting regulatory standards, engaging with clients, identifying their needs, and b...
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