Applied Emotional Intelligence for Financial Planners
This four-day workshop will teach you strategies to deepen trust with clients, grasp their financial aspirations, and navigate the complexities of financial decision-making.
Courses
Designed by financial planners, for financial planners. Learn about our unique courses and how they can elevate your career and the way you interact with clients and colleagues.
Do you have a team of financial planners who could benefit from our training?
Enhance the capabilities of your advisory teams by bringing in our expertise to deliver a customised, in-house training program tailored to your firm’s needs.