This course covers a range of interpersonal and customer service skills and an understanding of financial products and services to provide general advice on financial products and services. No refunds apply unless the course is cancelled by TAFE SA. International students on a Student visa (subclass 500) are not eligible to undertake short courses.
Provide Financial Advice and Customer Relationships
1. Establish relationship with customers, identify customer needs, identify general advice boundaries of product and service and provide general advice to customers.
2. Identify client objectives, needs and financial situation and analyse client objectives, needs, financial situation and risk profile.
3. Develop appropriate strategies and solutions, present appropriate strategies and solutions to client, negotiate financial plan, policy or transaction with client, coordinate implementation of agreed plan, policy or transaction, complete and maintain necessary documentation and provide ongoing service where requested by client.