Client Counselling

The course on client counselling equips financial professionals with essential skills to build stronger client relationships and deliver personalized service.

By completing this course, you'll learn advanced communication techniques, strategies to manage cognitive biases, and the important role emotional intelligence plays in navigating complex financial conversations. By integrating these skills, advisors can better understand their clients' needs, improve trust, and enhance overall decision-making. With practical strategies and a focus in real-world applications, we provide valuable insights that help advisors elevate client interactions, ultimately leading to better relationships.

To receive continuing education (CE) credits for this course, you need to obtain a mark of 8 out of 12 or higher on the quiz. This course qualifies for the following CE credit hours: