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Home > Courses > Mastering The Art Of Strategic Client Meetings
Boost your confidence in client meetings and master key data-gathering techniques with this essential module.
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This topic will help you build confidence in client meetings and develop key data-gathering techniques by providing the essential tools for engaging in client conversations. Using real client scenarios, you will learn how to listen effectively, take insightful notes and ask the right questions to guide your clients through their financial journey.
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, while existing advisers will earn five (5) hours of CPD.
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.