Drive effective client conversations

Get 10% off the PFSA course until Jan 31

Hurry!The offer is expiring soon.

A combination of financial knowledge and soft skills is crucial to help meet your goals and drive effective client conversations. The Personal Financial Services Advice (PFSA) is a short online course to help you improve your communications skills, build stronger, more profitable relationships and, ultimately, grow your client base.

Take advantage of a 10% discount on your Personal Financial Services Advice (PFSA) course registration until August 31, 2021.

PFSA PFSA

PFSA

Online version with Textbook

$652 $ 725

Includes:

  • Online, Interactive Version
  • Online PDF Textbook
  • Hard Copy Textbook
ADD TO CART
PFSA PFSA

PFSA

Online version with PDF Textbook

$585 $ 650

Includes:

  • Online, Interactive Version
  • Online PDF Textbook
ADD TO CART

Path To Prestigious Global Credentials

Completing the PFSA puts you one step closer to earning the Personal Financial Planner (PFP®) designation and Certificate in Financial Services Advice — CSI’s industry-leading credentials.

 

What You’ll Learn

  • Interview clients to understand their unique financial needs and situation
  • Build positive and profitable client relationships through communication, trust and credibility
  • Identify strategies for satisfying clients with varying needs, goals and objectives
  • Establish a loyal client base through adherence to superior performance and service standards