Negotiation Skills for Financial Advisers

One full day

2 February 2027, 09:30-16:30 (UK time)

Most financial advisers negotiate every day. They negotiate with clients, providers, compliance teams, introducers and colleagues, often without realising it.

Yet many advisers have never received formal negotiation training. As a result, they can find themselves conceding too quickly, focusing on price rather than value, or entering important conversations without a clear strategy.

This highly practical workshop helps advisers develop simple negotiation skills they can apply immediately. Participants will learn how to prepare more effectively, manage conversations with confidence, handle pushback professionally and reach agreements that protect both value and long-term relationships.

Public course booking

Members: £209pp
Non-members: £269pp

To book this workshop for yourself or up to 6 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate (in-house) training session for between 7-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

 Dates: 2 February 2027

Timings: 09:30-16:30 (UK time)

 Duration: One full-day

 No of attendees: Up to 14

Format: Online - virtual delivery

CPD: Recognised

Trainer: Paul Archer

 Price: £209 Members / £269 Non Members

Workshop Overview

Negotiation is far more than discussing fees or responding to objections. It is a skill that underpins many of the conversations advisers have every day.

During this interactive workshop, delegates will explore a practical framework for planning and conducting negotiations in a client and business environment. The programme examines how successful negotiators prepare, understand the other party's needs and pressures, structure conversations effectively, and trade value rather than simply make concessions.

Using realistic adviser scenarios, live exercises and negotiation simulations, participants will develop the confidence to handle challenging conversations while maintaining trust and professionalism.

The workshop focuses on practical application throughout, ensuring delegates leave with techniques they can use immediately in their advisory role.

What will I achieve by attending the workshop? 

By attending this workshop delegates will be able to:

• Recognise where negotiation occurs in everyday advisory conversations
• Apply a simple and practical negotiation framework
• Prepare effectively for important client and stakeholder discussions
• Understand the motivations, pressures and priorities of the other party
• Use questioning and listening skills to uncover negotiating opportunities
• Apply the key behavioural traits of successful negotiators
• Trade effectively rather than concede unnecessarily
• Handle pressure, pushback and challenging conversations with greater confidence
• Build agreements that are commercially sound and relationship-focused

Who should attend?

This programme is suitable for:

• Financial advisers
• Insurance advisers
• Mortgage advisers
• Protection specialists
• Wealth and investment professionals
• Account managers and client-facing financial services professionals

The workshop is particularly valuable for anyone who regularly influences decisions, manages expectations, handles objections or negotiates outcomes with clients and internal stakeholders.

Corporate Solutions

As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map.  We offer workshops covering exam revision, technical training and business and leadership topics. 

Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce. 

A full list of courses can be viewed in our Training Catalogue.

Public course booking form

Corporate (In-house) training

Interested in other courses?

For enquiries about this course, please email to: business.enquiries@cii.co.uk

Please note: The price of the workshop is based on British Pound Sterling (GBP). The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

CII workshops are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a workshop becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above workshop dates, subject to a minimum number of bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training workshops and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.