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Certificate in Financial Products Sales

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Certificate in Financial Products Sales 

Overview

Sales reps for financial services encounter a variety of particular difficulties. They offer risky intangible goods and services for sale. Building trust and matching your services to your clients' needs—and dreams—is essential for success.

The significance of this course

  • This course teaches you how to approach the selling of financial services in a way that gives your client confidence and aids in their achievement of their objectives.
  • Learn how to engage consumers who are financially active, understand the significance of your work, and match products to their needs.

Target Audience

  • Sales professionals
  • CEOs
  • company owner
  • Anyone looking for a benefit as they enter the sales industry

Course Outline

  • Why Sales of Financial Services Matter
  • Your Position in the Financial Services Sales Industry
  • Financially Responsible Clients
  • Selling Consumer Wants

Certificate in Financial Products Sales FAQs

The result will be declared immediately on submission.

It will be a computer-based exam. The exam can be taken from anywhere around the world.

You have to score 25/50 to pass the exam.

No there is no negative marking

There will be 50 questions of 1 mark each

You will be required to re-register and appear for the exam. There is no limit on exam retake.

You can directly go to the certification exam page and register for the exam.