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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.
PFSA
Online version with Textbook
$652
$
725
Includes:
- Online, Interactive Version
- Online PDF Textbook
- Hard Copy Textbook
PFSA
Online version with PDF Textbook
$585
$
650
Includes:
- Online, Interactive Version
- Online PDF Textbook
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