Communication Skills For Finance Professionals

by SAIFM (South African Institute of Financial Markets) Claim Listing

This workshop is aimed at anyone who deals with clients. This interactive workshop will go through the key communication principles and listening techniques. We will do various scenario and role playing exercises to examine, develop and enhance these communication skills.

R6273.3

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Course Details

This workshop is aimed at anyone who deals with clients. This interactive workshop will go through the key communication principles and listening techniques. We will do various scenario and role playing exercises to examine, develop and enhance these communication skills.

These skills have been incorporated into many academic and professional qualifications, in the financial markets and beyond, as the criticality of competence in communication becomes even more apparent in this post-pandemic world.

 

Workshop Outline:

  • Types of communication skills
  • Being present and in the moment with someone
  • Active listening skills and exercises
  • Multicultural competence
  • Principles of effective communication

 

Outcomes Of The Workshop:

  • Demonstrate a relationship of honesty and trust in client interaction can be developed.
  • Assess the components of communications including linguistic signs and non-verbal communications.
  • Apply active listening skills when communicating with clients.
  • Select appropriate counseling and communication techniques for use.
  • Johannesburg Branch

    Ground Floor Building 27, Woodlands Office Park, 20 Woodlands Drive, Woodmead, Johannesburg
  • Teacher's Name
  • Paul
  • Teacher's Experience
  • Paul Rabenowitz AIF®, CFP®, CIPM, FIFM, FPSA®, GFS™, RF™, PGDFP, Adv PGDFP (With distinction), Certificate in Pension Funds Law, Certificate in Administration of Estates (With distinction), Programme in Investment Analysis and Portfolio Management (With distinction), Programme in Financial Management (With distinction), Programme in Risk Management (With distinction), Certificate in Fiduciary Governance, Certificate in Advanced Corporate Law and Securities Law Paul is the founder of Lightbulb Learning and Training, which specialises in providing training for financial planners for formal qualifications, regulatory examinations, professional competence and the FPI Board Exams. In 2007, Paul was awarded the prize for top Advanced Post-graduate student in the country for both modules. He is the managing editor of the SA Financial Planning Handbook, SA Financial Planning Case Studies, Fundamentals of Financial Planning, Legislation Handbook and Preparatory Guide for RE 1 & RE 5, all published by LexisNexis. He is passionate about the education, transformation and professionalism of the financial planning industry. He has been a guest speaker at numerous events. Paul is also the founder of The Assembly Improv South Africa which provides facilitation in long-form improvisational comedy, team building and applied improv for developing financial planners’ communication skills. Paul has completed CFA level I and the Psychology of Financial Planning Specialist™ course. He is a Fellow of the South African Institute of Financial Markets and serves as a Governor on the SAIFM board.
  • Gender
  • Male
  • Teacher's Nationality
  • N/A

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