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No fewer than the head of the Association of Financial Advisers, Brad Fox and the Director of the AMP Horizon project, Amelia Constantinidis highlighted the importance of soft skills in recent interviews. Because “advice” (be it tax or financial planning related) is an intangible, it is important for clients to feel they can trust you. Soft skills include the ability to listen, influence a client, the ability to show patience and adapt generally.

If you complete our Certificate IV in Accounting and want to become a Registered BAS Agent, soft skills are crucial. If you complete our Diploma of Financial Planning and want to become a financial planner or work in a job role within a financial services organisation where talking to their clients is required, soft skills are equally important.
Strong research shows successful advisers need both great knowledge and excellent soft skills.

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