Techniques for building authenticity and trust with clients

Topic overview

This topic builds practical client engagement capability through real-world application. You will develop the skills to establish trust and credibility, apply socially-responsible advice including environmental, social and governance (ESG) considerations, and recognise how client behaviours and biases influence financial decisions.

You will strengthen your ability to communicate the value of advice, use technology securely while maintaining personal connection, and engage effectively with diverse clients. The topic concludes with the development of a client engagement plan aligned to professional and regulatory expectations.

What will you achieve

Establish rapport and credibility through active listening, effective questioning, and ethical, reliable advice interactions
Apply socially responsible advice by promoting financial wellbeing and understanding ESG, CSR, and broader societal impacts
Recognise and support client financial behaviours by identifying values, vulnerability, and strategies for healthier money habits
Communicate advice value and engage diverse clients by articulating costs clearly, using technology securely, and adapting inclusive communication strategies

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

Week	Learning focus	Hours
1	Earning the client’s trust	3
2	A social responsibility	3
3	Clients money habits and behaviours Activity 1	4
4	Trust in technology	3
5	Communicating the value of advice	3
6	Client engagement in diverse contexts Activity 2	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

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.