Effective Interpersonal Skills in an Advice-giving context

3.5 CPD

R342.08

This course provides an understanding of the different methods of communication and how to make the most of each of them, to enhance interpersonal skills. The course is suitable for everyone as we can all benefit from improving communication and interpersonal skills. However, the focus on these skills in the context of giving advice to clients, makes the course particularly suitable to advisors.

Description

Focus Area

  • Understand the big picture of communication.
  • Describe communication and interpersonal skills.
  • Use good communication and interpersonal skills when greeting and meeting clients.
  • Explain the requirements that apply to advice-giving as per FAIS and the General Code of Conduct.
  • Apply communication and interpersonal skills in the context of advice-giving.

Who should register?

financial advisors, para-planners, business owners

CPD information

3.5