Quiver Management Consulting Limited

The first of our CPD accredited courses, Coaching Skills for Financial Advisers, gives financial advisers and financial planners the coaching skills to have better quality conversations with their clients, improve listening, ask good questions, understand their clients' objectives and build strong relationships. The skills will help you comply the Consumer Duty.

The second of our CPD accredited courses, the Financial Wellbeing Certificate, is an innovative programme that gives financial advisers and financial planners the understanding and tools to help their clients not only get wealthier but also happier. It teaches the theories around what makes people happy and money's role in this. It looks at the biases and unhelpful behaviours that may get in the clients' way. It explores how to have quality conversations with clients around their motivation and objectives and how to help them overcome barriers. It provides practical tips on how to incorporate this approach into a successful a financial wellbeing practice.