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Home > Courses > Client centric problem-solving strategies and techniques
Advance your financial advice expertise by learning to solve complex client challenges with strategic, ethical and personalised solutions that build lasting client relationships and deliver measurable value.
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Develop your ability to address complex client challenges through strategic, ethical and personalised approaches. This topic will help you build judgement, communication and reasoning skills to deliver advice aligned with clients’ goals, values and circumstances.
What will you achieve
This topic is designed to be completed over six (6) weeks, with access available for up to 12 weeks to accommodate flexibility.
Advisers undertaking the Professional Year will receive 20 hours of structured training per topic.
Advisers who successfully complete all requirements of the topic will be awarded a certificate of completion.
There are no specific due dates for activities. Advisers progress, complete and submit activities as they go. However, it is recommended that each activity be completed according to order laid out.
$275 (Inc. GST) per person (corporate package/rate available)
The Financial Adviser Accelerator Suite is the most interactive, engaging and career-focused training program the financial advice industry has ever seen — purpose-built to develop capable advisers who are ready to make an immediate impact.
Developed with early-career professionals in mind, the structured topics focus on building essential client engagement skills and financial advice fundamentals. The program is structured around four key knowledge pillars, with each topic containing multiple modules.