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Home > Courses > Client Engagement in Financial Services
Establish your skills in engaging clients and customers in financial services. Understand barriers in client relationships and develop effective strategies in communication and relationship building.
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STUDY MODE
100% online
NUMBER OF SUBJECTS
1
NEXT INTAKE
Enrol and start anytime
COURSE FEE
$720.00
AVAILABLE LOANS
N/A
AQF LEVEL
COURSE DURATION
Maximum of 16 weeks
ACCREDITATION
PROVIDER ID
Enhance your skills when engaging with clients and customers in financial services
This subject commences with an exploration of foundational processes for building effective relationships with clients and customers in financial services. It then examines communication and client engagement strategies to address issues and barriers in relationship building. Individuals will define their skills in measuring and monitoring client and customer engagement and satisfaction. This will help them identify effective work and organisational practices for professional growth.
This subject utilises engaging, fully interactive digital resources, including videos, audio, interactive modules and activities, and quizzes. Individuals will benefit from access to a dedicated online tutor forum staffed by industry experts where they are able to post questions and hold discussions about the course content, as well as tutor sessions where they can speak with their tutor directly in a live online environment.
For more information, please refer to the subject outline here.
General Advice Specialisation – Superannuation This subject is a subject of the General Advice Specialisation – Superannuation course. Click here for more information.
Upon completion of this subject, individuals should be able to:
Individuals have a total of 12 weeks to complete the learning and assessment requirements from their initial enrolment date.
An additional four (4) weeks is available if required to re-submit any assessments. Individuals must have submitted all of their assessments and been deemed not yet competent in one or more assessment items in order for the 4-week resubmission period to be granted.
The assessments for each subject are listed below:
There are no educational entry requirements for this subject.
Individuals are required to be 18 years and over to enrol in this subject.
Individuals who are in Australia on a student visa are unable to enrol in this subject. If you are in Australia on a visa and wish to enrol, you need to check that you are enrolling in accordance with the study conditions of your visa.
You may enrol in this subject at any time and begin studying immediately on enrolment.
To enrol online, please follow these steps:
Note:
Individuals who enrol in a Kaplan Professional course are bound by our published policies, including the policy that sets out our rules for assessment. Individuals can review these policies here. The policies also assist individuals when their study program does not go as planned and they need extra support.
Click here to access our terms and conditions.
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$720 (GST free)
$590 (GST free)
For additional study-related fees, please click here.
Note: FEE-HELP is not available for this subject.
We prioritise our students' mental and physical health, creating a supportive environment for learning success.
Our dedicated support teams are here to support you throughout your studies.
Our engaging and interactive learning resources support flexible and self-paced learning experiences for our students.
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