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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 you will achieve:
This topic is designed for completion over six weeks, with up to 12 weeks’ access for flexibility.
Content is divided into six modules, ideally completing one per week, making learning manageable and supporting steady progress.
Each module includes practical activities and assignments based on real-world financial advice scenarios, helping participants apply key concepts and build job-ready skills.
Advisers in the Professional Year receive 20 hours of structured training per topic; existing advisers gain five 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. Participants 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.