Value Added Consultative Selling Course for Financial Advisors — FTS-CPD eligible

This image has an empty alt attribute; its file name is Path-181.svg1 Day Course
SkillsFuture Credit
UTAP Eligible

Course Overview

Consultative Selling Skills Training — Learn The Consultative Selling Approach

Value added Consultative Selling Course focuses on helping financial advisors to provide value added consultative selling to the clients, build trust and establish long-term business relationships. Various techniques will be presented to assist financial advisors to execute.

What is Consultative Selling?

Consultative Selling earns its name from the term “consult” — which in context, means to adopt a sales approach where the financial representative consults the customer for their needs, and tries to suit the financial product to the customer’s needs.

Consultative Sales differs from Traditional Sales in the following aspects:

  • Consultative Sales
    • Prospect/Opportunity-focused
    • Listen and Ask Questions
    • Customized Solutions
    • Long-term selling relationship
  • Traditional Sales
    • Product-focused
    • Deliver standard Sales Pitch
    • One-size-fits-all Solution
    • Short-term selling relationship

Course Title

Value Added Consultative Selling for Financial Advisors

Training Methodology

The training will be conducted via virtual learning, with hands-on assignment and content building exercises.

Value Added Consultative Selling Course for Financial Advisors — FTS-CPD eligible

What Skills You Will Learn From This Investment Advisor Course

Upon completion of the programme, the FA Representative will be able to:

  • Understand the benefits of applying consultative value-added selling
  • Identify ways to build trust with clients
  • Develop long term win-win relationship with client
  • Understand what drives customer loyalty
  • Learn how to create value using 2 simple approaches
  • Identify and study different customer profiles and apply customer-centric selling
  • Improve questioning skills to elicit buying needs and motivations
  • Develop empathy for customer when selling
  • Deliver an effective presentation to customer with clear value proposition
  • Identifying strengths and improve on weaknesses in selling

Course Content: Value Added Consultative Selling Course for Financial Advisors — FTS-CPD eligible

  • Modern selling
  • What is consultative value-added selling and benefits of applying it?
  • Elements of trust
  • Build relationship with clients at 5 levels
  • Keys to build customer loyalty
  • Create value to clients using the value-balance machine
  • Identify and understand the 4 types of customers
  • Listening and questioning skills
  • Make an effective sales presentation with clear value proposition
  • Increase lifetime value of customer
  • Asking for referrals

Earn CPD Hours/ CPD Points, Reach Your Annual CPD Quota — Continuing Professional Development

This Financial Advisor Course can contribute a total of 7.5 verifiable CPD Hours/ CPD Points to your annual CPD quota. For more information on whether your CPD Scheme is applicable for clocking CPD Hours/ CPD Points using this course, take a look at our Summary of Finance MAS CPD Requirements.

CPD — Continuing Professional Development, is a nationwide scheme that is crucial in ensuring that industry representatives and practitioners maintain knowledge and skill currency with regulatory and industry changes. It allows industry professionals to evolve in tandem with the industry.

Funding for this course is under IBF FTS Funding. Under the IBF FTS Scheme, company-sponsored participants will have 80% of the direct training cost subsidized for them. In addition, Singaporean Citizens aged 40 years old and above will be eligible for 90% co-funding of direct training costs, under the SkillsFuture Mid-Career Advanced Subsidy (MCES) Scheme.

Related Financial Investment/ Financial Advisor Courses

Course Feature

Course Feature

Course Provider: To be Advised
UEN: To be Advised
Course Reference Number: To be Advised
Mode Of Training: Online Sessions
Funding Validity Period: To be Advised

Singaporean 40 yrs and above$800.00
Singaporean 21-39 yrs / PR$800.00
Duration1 Full Day over 2 Weeks
(7.5 hours)

Available in: English

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