The course focuses on the consultative approach to the marketing/planning process needed to build mutually beneficial relationships with clients and help them achieve financial security. Students learn how to conduct the initial and fact-finding meeting to discover a client’s needs and financial situation. They will also learn how to present recommended actions that will address the client’s needs and initiate an implementation discussion. Finally, the course covers the communication skills that successful advisors use to cultivate client relationships. The consultative marketing/planning process can be used to help clients with any financial security need. 000360 FSCP^® Single Course 2 1.00 Practice Management Professional Designations & Certifications Early Career Professional No Yes 0003601 PA AL UT WV MO OR KY IL LA ME PR AR ND AZ WI SD CO IA MS NV VA MD NC MA OH DE SC ID MT RI HI WA CT TX IN NM WY MN VT OK KS CA MI 0