Dates and location
Hours
Dates and location
Hours
Description
Being a successful advisor is a long-term game. Developing the skills to connect with and deeply understand clients will allow you to form trusting, long-term client relationships that successful practices are built on. While learning effective communication skills requires more open-ended discussion and less procedural instruction, it is just as important as financial statement analysis if you want to be a successful advisor.
Topics Include:
- Methods of Communication
- Challenging Conversations
- Challenging Client Situations
Key Takeaways
Upon completing this course, you will be able to:
- Understand how to be intentional and determine what method of communication is best for each client interaction, however brief or long.
- Tailor your communication style to the needs of specific clients and respect their preferences.
- Identify different ways to approach challenging client situations and apply a structured approach to effectively communicating your message.
Who Will Benefit
Financial planners and wealth advisors are client-facing roles that require a mastery of effective communication skills to realize long-term career success.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Meeyeon Park, VP, FPWMP, lived in Toronto for ten years where she worked in traditional financial services roles such as investment banking and portfolio management. Before joining CFI, Meeyeon was on a mission to find a professional career that felt more tangible, meaningful, and impactful. In her search for more, she switched gears from investment banking and explored career paths in applied finance within a large global consumer corporation, and also consulted at an impact venture capital firm before finding the CFI team that brought her back to her home of Vancouver, BC. Meeyeon is a keen lifelong learner in every way and her passion to help young people acquire the skills and knowledge they need to succeed was a natural fit for CFI. As the VP of Private Wealth, Meeyeon brings real-world experience in capital markets and corporate finance to the FPWMP program.