Soft Skills

Client-Facing Skills: Your Edge in an AI-Driven World

    1. Soft Skills - Introduction

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    2. Stage One - The First Meeting & Phone Call with a New Client

    3. Stage Two - Know Your Client, Gather Hard & Soft Facts in Client Meetings

    4. Stage Three - Risk Assessment with Clients

    5. Stage Four - Make Investment Recommendation to Clients

    6. Home Work for All Four Stages

    7. Home Work for All Four Stages - downloads

    8. Highlights - Free Preview

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    9. Sample Recommendation Report

    10. Home Work & Downloads - Free Preview

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About this course

  • £99.00
  • 10 lessons

AI is replacing data-driven jobs in financial services. Master Soft Skills—your gateway to success!

Programme suits students 16+

Enroll today