Course description
This course provides opportunity to students to learn and improve their communication and advising skills in the field of financial services. Students will participate in roleplays, presentations, group discussion, analysis of case scenarios in various settings including one-on-one, small groups and large audiences so that they can communicate clearly, concisely and compassionately with clients and overall. Students in this course will practice strategies for dealing with common client-related situations while applying relevant financial knowledge to gain confidence and professionalism.
Course details
Credit transfer
Have you taken this course or an equivalent course? Contact the Credit Transfer Office.
Registration dates
Not all courses are offered each term.
Winter 2026 registration is now open.Spring 2026 registration opens March 2, 2026.
Delivery options
In person: classes held in person on a campus/site in a classroom/lab/shop/studio for the course duration
Online - Asynchronous: 100% online delivery, no scheduled day or time course requirements with the instructor, assigned due dates
Online - Synchronous: 100% online delivery, scheduled day and time course requirements with the instructor, assigned due dates
Hybrid: any combination of in person, timetabled, on campus, online, and hyflex delivery