Simplifying the complex
Clients need to understand unfamiliar and abstract concepts without feeling overwhelmed. Simplifying the complex and making written communication clearer will help clients understand the products you introduce.
Simplifying the complex
Simplifying the complex and making written communication clearer will help clients understand the products you introduce.
The Importance of HumanSense
Considering Consumer Duty, it’s important now more than ever to create a safe space for clients to talk openly about their financial planning. That’s why we’ve created HumanSense, an elearning based on research interviews undertaken by behavioural psychologists, with advisers and clients, to help you understand your client’s behavioural biases and engage in deeper conversations.
There are a total of six training modules covering a range of topics, such as Understanding client behaviour, Creating emotional resonance and Visualising your future self. After each assessment you complete, you’ll be awarded 60 minutes of CPD and will receive a certificate.
Getting Started
Although you can complete the modules in any order, we recommend starting with Understanding client behaviour. From there, you can select any of the five modules to complete.
The learning objectives for this module are:
- Identify and support vulnerable customers
- Use psychological tools to create clarity
- Communicate clearly and effectively
Discover three psychological tools to help better conversations
- One clever cue
- Visuals
- Make the abstract concrete
Continue your learning
Structuring choice
Understanding client behavior
Creating emotional resonance
Visualising your future self
Unlocking unhelpful anchors