To purchase the PFSA at 10% off, please start by sharing your contact details using the form on the right.

Develop the essential expertise to confidently navigate your clients’ unique requirements, challenges, and opportunities and help them achieve their financial goals with the Personal Financial Services Advice (PFSA) course.

The PFSA helps you:

  • Unlock strategies to meet diverse client needs and goals.
  • Leverage financial tools for client success and risk management.
  • Enhance performance, service, and industry expertise.
  • Build trust and credibility for lasting client relationships.

Course Features

time

Self-paced modules spread across 50 - 70 hours

laptop

Online learning format, available 24/7

certificate

Earn a globally recognized CSI credential