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Personal Financial Services Advice (PFSA)

Everybody is different. Their financial needs and situations areas well. The Personal Financial Services Advice course helps you translate the unique requirements, challenges, and opportunities of every client into credible plans that advance their financial position.

YOU WILL DEVELOP

Tools to better profile clients' needs, goals, and objectives. Strategies to assess the merits and risks of financial tools in relation to each client. Improved soft skills such as client communication, relationship management.
A better understanding of financial processes, and the ins-and-outs of financial law. Ways to build a loyal customer base through superior service.

LEADS TO careers SUCH AS:

  • Investment Advisor
  • Financial Planner
  • Portfolio Manager
  • Account Manager

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