FSP202 - Interpersonal Communication Skills for Finan.Plan.

Outline information
Schools offering this subject
Last revision date Sep 30, 2019 12:05:49 AM
Last review date Dec 2, 2019 12:15:03 AM

Subject Title
Interpersonal Communication Skills for Finan.Plan.

Subject Description
This course will explore effective interpersonal communications skills for those employed in a client-facing capacity in the financial services industry. Areas of focus will include the impact of interpersonal communications skills and emotional intelligence on one?s personal brand and the Customer Experience, changes to communication in the Digital Age, different types of workplace communications and ensuring effective client relationship management.

Credit Status
One credit.

Learning Outcomes
Upon successful completion of this subject the student will be able to:

  1. Describe the interpersonal skills and emotional intelligence competencies essential to succeed in financial services.
  2. Articulate his/her own personal brand in a compelling manner.
  3. Interact and collaborate effectively using knowledge of different personality types and communications styles.
  4. Self-assess his/her listening skills and articulate how these skills drive better performance and decision making.
  5. Use interpersonal skills and emotional intelligence to shape the ‘Customer Experience’.
  6. Analyze competitors within the digital landscape and articulate the value proposition for working with a Financial Planner.
  7. Deliver effective client relationship management that integrates and applies previous learning.
  8. Network, interview and apply organizational awareness to launch and then begin to grow a career in financial services.
  9. Demonstrate how to use email communication, in-person and virtual meetings, presentations and strategies effectively to build and maintain relationships with clients.
  10. Clearly articulate and confidently convey a message, remaining accountable and/or holding others accountable as appropriate.

Academic Integrity
Seneca upholds a learning community that values academic integrity, honesty, fairness, trust, respect, responsibility and courage. These values enhance Seneca's commitment to deliver high-quality education and teaching excellence, while supporting a positive learning environment. Ensure that you are aware of Seneca's Academic Integrity Policy which can be found at: http://www.senecacollege.ca/about/policies/academic-integrity-policy.html Review section 2 of the policy for details regarding approaches to supporting integrity. Section 2.3 and Appendix B of the policy describe various sanctions that can be applied, if there is suspected academic misconduct (e.g., contract cheating, cheating, falsification, impersonation or plagiarism).

Please visit the Academic Integrity website http://open2.senecac.on.ca/sites/academic-integrity/for-students to understand and learn more about how to prepare and submit work so that it supports academic integrity, and to avoid academic misconduct.

All students and employees have the right to study and work in an environment that is free from discrimination and/or harassment. Language or activities that defeat this objective violate the College Policy on Discrimination/Harassment and shall not be tolerated. Information and assistance are available from the Student Conduct Office at student.conduct@senecacollege.ca.

Accommodation for Students with Disabilities
The College will provide reasonable accommodation to students with disabilities in order to promote academic success. If you require accommodation, contact the Counselling and Accessibility Services Office at ext. 22900 to initiate the process for documenting, assessing and implementing your individual accommodation needs.