Client service professionals (CSPs) play a vital role in the success of financial advisory firms. They are often the first point of contact for clients, the backbone of day-to-day operations, and the ones who keep workflows running smoothly behind the scenes. Yet, many talented CSPs lack a clear path to grow or differentiate themselves in a highly demanding industry. That’s where the Financial Advisory Client Service Certificate (FACSC℠) comes in.
The FACSC℠ is the only certification program specifically designed for professionals who support financial advisors and their clients. It validates your expertise, enhances your understanding of the financial planning environment, and equips you with the tools necessary to confidently provide exceptional service.
This program isn’t just about learning what to do—it’s about understanding why things matter and how to elevate your work from good to great. Whether aiming to become more efficient, improve client outcomes, or position yourself for advancement, the FACSC℠ is a smart step forward.
The FACSC℠ covers:
- Client Focused Fundamentals
- Preparing for and supporting client review meetings
- Navigating the passing of a client
- Mastering difficult clients
- Listening, communicating, and relationship building
- Foundational Financial Knowledge
- Asset Ownership types and implications
- Introduction to stocks, bonds, mutual funds, and ETFs
- Insurance, annuities, and risk management
- Basic estate planning concepts and documents
- Required Minimum Distribution rules
- Client Service Skills and Tasks
- Providing outstanding service
- Money movement and trading
- Attention To Detail
- Critical thinking skills
The FACSC℠ turns capable professionals into confident ones—and confident professionals into indispensable team members. It gives you a language, framework, and set of standards that align with the best practices of top advisory firms. The program is self-study and can be completed in 10-12 hours.
To learn more about how Advisory Education Partners can help you, and your team, achieve greater success schedule a call to talk with one of our experts.
The Employee Training & Development Partner For Independent Financial Advisory Firms
Subscribe