Quick Links

CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

Important :

This course is not available for sale.

About

Financial professionals need to know their clients, but truly understanding them can make those relationships even more effective. Clients demand competency, but they also respond to empathetic advisors who understand their concerns. When financial professionals gain insight into communicating clearly with clients, they create a working relationship that allows them to thoroughly discuss the goals, lifestyles, and solutions they need to achieve and maintain them. This loyalty can also breed referrals. Loyal client relationships create credibility with employers.

Building stronger business communication skills have the added benefit of increasing customer loyalty and referrals, which increases credibility with employers. The Business Communications course will build on the skills learned in the Personal Financial Services Advice (PFSA) course as well as in IFC/CSC®, CPH®, and FP1.

Who should enrol?

The Communicating to Succeed: Business Communications course is designed for students who are beginning their career in the financial services industry, as well as those who are already established in the industry but want to improve their communication skills.

Request More Information

Would you like to keep informed about CSI's products and promotions?

Promotion Check