Adviser Engagement

Learning Goal: I’m working on a business writing question and need an explanation and answer to help me learn.


In future, you may be practicing as a financial adviser. Even if you don’t end up working in the financial planning industry, you (or a member of your family) will likely need to engage with a professional financial adviser to give you feedback on your ideas and to help implement your financial plan. The purpose of this assessment is to assess your ability to identify some important best practices and skills when providing financial advice to clients. It is required that we assess this as part of the FASEA accreditation for this course. This assessment involves watching some videos of financial advisers interacting with clients and answering two questions. The videos are on Youtube, with the link provided under the ‘Adviser Engagement’ section of the course website. We have provided videos of two advisers (Jeremy and Tristan) but you are only required to watch the videos of one adviser. The questions are under the ‘Questions’ section of the Adviser Engagement Instructions document.


There are two questions that you must answer. Please use headings for ‘Question 1’ and ‘Question 2’ and answer them separately.

Question 1

a) Provide specific examples of situations in which Tristan and/or Jeremy attempted to build a deep understanding of the client’s situation, needs, objectives (goals), financial literacy and tolerance for risk. Provide specific examples of situations in which they failed to do so.

b) Explain why it is an important part of the financial planning process for a financial adviser to have a deep understanding of the client’s situation, needs, objectives (goals), financial literacy and tolerance for risk in order to provide financial advice that is in the client’s best interest.

Question 2

a) ProvidespecificexamplesofstepsoractionsthatTristanand/orJeremyundertook to build trust with their clients. Provide specific examples of situations in which they failed to do so.

b) Explain why it is an important part of the financial planning process for financial advisers to build trust with their clients.

Here is the youtube link…

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