A combination of financial knowledge and soft skills is crucial to help meet your goals and drive effective client conversations. The Personal Financial Services Advice (PFSA) is a short online course to help you improve your communications skills, build stronger, more profitable relationships and, ultimately, grow your client base.
Take advantage of a 10% discount on your Personal Financial Services Advice (PFSA) course registration.
PFSA
Online version with Textbook
Includes:
- Online, Interactive Version
- Online PDF Textbook
- Hard Copy Textbook
PFSA
Online version with PDF Textbook
Includes:
- Online, Interactive Version
- Online PDF Textbook
Path To Prestigious Global Credentials
Completing the PFSA puts you one step closer to earning the Personal Financial Planner (PFP®) designation and Certificate in Financial Services Advice — CSI’s industry-leading credentials.
What You’ll Learn
- Interview clients to understand their unique financial needs and situation
- Build positive and profitable client relationships through communication, trust and credibility
- Identify strategies for satisfying clients with varying needs, goals and objectives
- Establish a loyal client base through adherence to superior performance and service standards
This exclusive offer is only available by selecting one of the packages on this page. CSI reserves the right to change, amend, modify, suspend, extend or terminate all or any part of this offer at any time without notice. Corporate discounts are not applicable in conjunction with this promotion. This promotion cannot be combined with any other discounts or offers.