Effective Presentation Skills for advisors

3.5 CPD


Presentation skills are the skills you need in delivering effective and engaging presentations to a variety of audiences. Whether you are presenting to an individual client, presenting to a group such as the Trustees of a retirement fund or presenting to members of the public, your business success depends on the strength of your presentation skills. In advice-giving, benefits of having good presentation skills includes increased confidence and professional image, enhanced sales and building stronger client relationships. The module is particularly recommended for advisors but is also useful for anyone who would like to improve their presentation skills


Focus Area

  • Provide an overview of presentations and the benefits of presentation skills as well as understanding the practical preparation needed.
  • Prepare a visual presentation to supplement a verbal speech.
  • Prepare an effective speech for a presentation.
  • Deliver an effective, professional presentation.

Who should register?

Financial advisors, Financial planning assistants

CPD information



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