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Wilson Learning Achieves CPD Accreditation

March 13, 2018

Wilson Learning Australia is pleased to announce that The Consultative Adviser and The Counsellor Salesperson program has been accredited for Continuing Professional Development(CPD) by the Financial Planning Association of Australia(FPA).

The Counsellor Salesperson program uses a four-step consultative selling process that helps salespeople transition from simply making transactions to solving real business problems. The program helps participants adopt a counsellor mindset¬-a mindset that builds profitable, long-term customer relationships.

The Consultative Adviser is specifically customised to the finance industry. It introduces a problem-solving mindset and presents an effective process for consulting with both internal and external clients. It helps financial advisers and planners become comfortable in their role as consultants. They achieve greater alignment and commitment with clients by using a win-win problem-solving approach.

Implemented as a flexible and integrated solution, these programs enable a consistent customer experience for sales and finance professionals, effective coaching and performance management with a variety of tools, and overall increased performance. These two Wilson Learning programs offer eighteen hours of Continuing Professional Development Credit upon completion.

“At Wilson Learning we focus on delivering learning solutions that align to customer’s business objectives which are designed to deliver sustainable and measurable results. We worked with the FPA to ensure that The Consultative Adviser and The Counsellor Salesperson were relevant to the unique work being done by finance professionals. With so much change in this marketplace, these 2 programs provide a foundation for the skill set and the mindset to move to a trusted advisor” said David Yesford, Managing Director, Wilson Learning Asia Pacific.

Wilson Learning is committed to responding to the changing needs of organisations with powerful solutions that meet their sales and leadership requirements no matter where you are in the world. We are honoured to receive this recognition.