Certified Financial Services Consultant Module 1 - Financial Planning & Client Management

Master the fundamentals of financial planning through this concise course and learn practical tools to help your clients achieve sustained financial stability.

Certified Financial Services Consultant Module 2 - Financial Planning Tools & Solutions

Learn effective financial planning tools and frameworks to assess your client's financial profile and help them reach their fullest financial potential.

Certified Financial Services Consultant Module 3 - Financial Planning Professional Ethics & Practice Standards

Delve into the ethical culture and code of professional conduct, in the financial planning industry. This course takes you through the key elements in conducting financial planning in an ethical manner.

Leads Generation

Learn how to work smart instead of working hard by identifying and acknowledging your goal when it comes to prospecting clients. Subsequently picking up on how to create an effective business plan and strengthen your current target market.

Understanding Client's Financial Personality & Behaviour

Learn about the different psychological preferences of your potential prospects and clients so that you can adapt effectively to your client's communication style, turning objections into closed deals.

Client Engagement with Story-Selling as Financial Services Consultant

Delve into the various tools and techniques used to establish a strong client connection to get them involved and invested throughout your presentations. Accompanied by utilizing verbal and non-verbal communication cues to build a positive impression and long-term relationship with your client.

Presenting Financial Solutions as Financial Services Consultant

Master how to become a client-centric financial services consultant by learning about the common pitfalls and client objections faced. Followed by identifying the financial objectives and picking the right financial tools to help your clients discover their potential financial needs.