Advice Process I - Consultative Selling Skills
Purpose
This course is a compulsory element of the National Certificate in Financial Services (Financial Advice) (Level 5) and is intended for people who need to establish basic consultative selling skills within the industry-recommended advice process
Who should attend this course?
Are you:
- A financial adviser wishing for more formal sales and customer interaction skills training?
- A financial adviser wanting to establish more effective and lasting client relationships?
Learning objectives
On successful completion of this course you will be able to"
- Explain the role of personal financial adviser in the six-step advice process
- Establish and manager the relationship with the client
- Explain and demonstrate effective communications
- Develop and nurture relationships
- Conduct a client meeting following the six-step process
Content
- The six-step advice process
- Role of the financial adviser
- Psychology of the buyer (client needs and wants)
- People interaction skills
- Questioning and listening
- Planning & preparation
- Sales process
Qualification
Upon successful completion of this course, you will receive a Certificate of Competence signifying attainment of the Advice Pricess I (Consultative Selling Skills) element of the National Certificate in Financial Services (Financial Advice) (Level 5).
This course is approved by the New Zealand Qualifications Authority (NZQA) under the provisions of the Education Act 1989, and Adviserlink is a registered private training enterprise accredited to teach it.
What next?
To find out more about our open-entry self-paced distance education or fast-track workshop courses, please call 0800 932 567 or email training@adviserlink.co.nz
Course Overview
| Pre-requisites | Open |
|---|---|
| Course Material | Issued at workshop |
| Assessment | Skills Demonstration |
| Student Support | Full Telephone Support |
| Distance Education | $610 ex GST |
| Workshop | $990 ex GST (2 days) |
| Course Type | Compulsory |