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Fidelity Adviser Solutions is invested in helping you and your colleagues build a deeper understanding of what truly drives client decisions and technical excellence. Fidelity offers practical training resources designed to support advisers, paraplanners and trainees in their financial advice careers.
Enhance your soft skills
Build deeper client relationships with behavioural and emotional insights.
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Psychology of retirement
Retirement planning is just as much a psychological and social transition as it is a financial one.
Fidelity’s four-part video series and two discussion guides explore the drivers and barriers that shape retirement readiness.
Learn more
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Emotional intelligence
Enhancing emotional intelligence equips you to handle client conversations with confidence. This six-part video series is designed to help you to guide clients through life’s pivotal moments and events.
View materials
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Financial well-being
Financial well-being is increasingly central to good advice. This five-part video series and conversation guide explore practical behavioural insights on money attitudes, resilience and goalsetting.
Watch now
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Study preparation for CII professional qualifications
From preparing for mandatory industry exams to maintaining ongoing technical competence. Fidelity offers more than 50 videos covering learning for CII exams in retirement and pensions for J05, R04, R08, AF3 and AF7, as well as for AF1 for personal tax and trusts.
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Retirement and pensions
To support anyone in your firm studying for pensions exams or simply wishing to build their pensions knowledge, Fidelity’s range of videos cover multiple learning outcomes from the CII syllabus. Neil Dickey, a Fellow of the Personal Finance Society, presents this series.
Learn more
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Personal tax and trust planning
Videos to help you or your colleagues with CII AF1 exams. They can also be used to refresh your tax and trust planning knowledge. The videos are hosted by Sue Cox, an independent consultant widely regarded as an industry expert on tax, trusts and investment planning.
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Technical knowledge and skills
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We also provide easy access to technical insights:
Fidelity invests in providing help for you and your colleagues to learn and develop in your careers. You can keep a record of your Continuing Professional Development.
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