Private Client Course

Curriculum

  • 1

    Welcome

    • Welcome

    • Before we begin...
  • 2

    Let's get started!

    • How to Change Behaviour for the Better

    • Self-Check your Understanding

    • Why Nudge for Good

    • Test your learning 1

    • What will I Learn?

    • Test your learning 2
  • 3

    How to Apply Nudge for Good

    • Frame to Engage

    • Test your learning 3

    • Anchoring to Time

    • Test your learning 4

    • Affordability Assessment

    • Easy Payment and Customer Commitment

    • Credit Register Implications

    • Sample Credit Register Report (See Page 7)

    • Test your learning 5
  • 4

    Evaluate and Assess Call Quality

    • Call Quality Examples and Evaluation

    • Your Assignment

    • Work Resources for you

    • Before you go...