Client Relationship Building Skills For Financial Services Training

Learning Outcomes

• Apply active listening and questioning techniques to understand client needs.
• Analyze client feedback to identify areas for service improvement.
• Evaluate the effectiveness of different relationship-building strategies in financial contexts.
• Demonstrate professional communication in written and verbal interactions with clients.
• Implement conflict resolution techniques to manage client complaints and retain business.

Target Audience

Financial advisors, relationship managers, client service staff, and other professionals in banking, insurance, and investment sectors who interact directly with clients.

Prerequisites

None — open enrollment

Course Outline

Practicals

Overview

Practical sessions reinforce theoretical concepts through role-play and case study analysis, allowing learners to practice communication, needs assessment, and objection handling in a simulated financial services environment.

Practical Activities

• Role-Play: Initial Client Meeting — Learners conduct a simulated initial meeting with a client, focusing on building rapport, active listening, and identifying financial needs. (1h)
• Case Study: Handling Objections — Learners analyze a case study involving client objections and practice responding appropriately to maintain trust and move the conversation forward. (1h)
• Group Exercise: Developing a Client Retention Plan — In groups, learners create a plan to retain a client over a 12-month period, including communication touchpoints and value-added services. (1h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total

Component	Out of	Weight
Practical Assignments (rubric-scored)	100%	30%
Daily Average (multiple choice)	100%	20%
Final Test (multi-answer multiple choice)	100%	50%
Final Total	—	100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

How it works

• Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
• Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
• You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
• If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.

Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates	Discount
5	3% off
10	6% off
15	9% off
20	12% off
25	15% off
30	18% off
50	30% off
75	35% off
100	40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.