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.
Includes:
Includes:
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.