Certificate Pathway

Certificate in Financial Services Advice (CFSA)

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What is the Certificate in Financial Services Advice?

The Certificate in Financial Services Advice is designed to support your career progression in any financial advisory role. This certificate also provides foundational knowledge for any financial services professional in any position, helping you better understand the front-line of client-facing financial advice.

What skills will you develop?

  • Synthesize customer information to provide quality advice to clients
  • Build trustworthy and credible client relationships
  • Identify strategies for satisfying clients with varying needs, goals and objectives
  • Evaluate the merits of different financial tools to create value for clients
  • Assess the current financial climate in relation to client risk tolerance
  • Build positive and profitable client relationships through communication, trust and credibility
  • Establish a loyal client base through adherence to superior performance and service standards

What are the paths to the Certificate in Financial Services Advice?

This certificate is also on the path to the Personal Financial Planner (PFP®) designation.

CSI Route for Bankers

CSI Route for Mutual Fund Representatives (MFDA)

Who should enrol?

Individuals who are working in the financial services industry seeking to grow their knowledge and take their careers to the next level.