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Topic overview

This topic equips financial advisers with the emotional intelligence skills needed to thrive in client relationships. Through self-regulation, empathy, resilience and reflective practice, advisers learn to manage stress, engage authentically,and grow professionally in a people-focused advice role, balancing emotional insight with the emerging influence of artificial intelligence.

What will you achieve

  1. Develop self-awareness of emotional responses and personal strengths relevant to financial advice delivery
  2. Apply empathy and active listening skills to build stronger client connections and workplace relationships
  3. Strengthen ability to regulate emotions and make sound, ethical decisions under pressure
  4. Create a personal development plan that supports resilience, continuous learning, and growth throughout an advice career

Structure and duration

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.

 

Recommended six (6) week study plan
WeekLearning focusHours
1Unlocking emotional intelligence

Activity 1
4
2Self-regulation of emotions and reactions

Activity 2
3
3Emotional vs artificial intelligence

Activity 3
3
4Building empathy in client relationships

Activity 4
3
5Leveraging feedback for personal and professional growth

Activity 5
3
6Developing resilience and self-awareness

Activity 6 + final reflection
4

Price

$275 (Inc. GST) per person (corporate package/rate available)

About the Financial Adviser Accelerator Suite (FAAS)

 

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.

 

01

Fundamentals of Financial Advice

02

Client Care in Financial Advice

03

Client Engagement in Financial Advice

04

Quality Processes in Financial Advice