Sales within the Financial Services Industry



Accreditation expiry date: 31/05/2024

The purpose of this course is to explain the selling process as it relates to the financial services industry and to be able to apply it practically in the workplace. It will assist the sales consultant to develop sales techniques, understanding financial products and services, and finally how the market is segmented.

Professional Body: FPI
Approval Number: FPI23025217

Once you have completed this course you will be able to:

  • explain what selling is and demonstrate the different types of selling by applying different types of market segmentation.
  • demonstrate various selling techniques and methodologies.
  • differentiate between the different types of financial products and services offered to the market.

Who Should Register

  • Representative
  • Employee


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