Competency Assessment: Client Communication and Care

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Exceptional financial planners don’t just deliver advice—they build relationships rooted in trust, empathy, and clear communication. This self-assessment helps you reflect on how effectively you connect with clients, personalize their experience, and support their financial journey through thoughtful guidance and care.

Competency Home

The FPA Competency Model™ assessments are self-guided tools designed to support your professional development by helping you reflect on your current knowledge, skills, and behaviors. These assessments are not proctored, graded, or intended to serve as a certification, designation, or credential.

Results are for personal and educational use only and do not imply any verified level of competence or endorsement by the Financial Planning Association® or any third-party certifying body. Completion of an assessment does not confer any professional status or qualification.

We encourage members to use the results as a starting point for continued growth and learning, and to revisit assessments regularly as part of their development journey.

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Disclaimer Acknowledgement
Acknowledgement Required
Acknowledgement Required Before proceeding, please acknowledge that you understand this assessment is a self-guided development tool and does not represent a certification, designation, or credential. Your results are for personal reflection and educational use only.
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Competency Assessment: Client Communication and Care
15 Questions  |  Unlimited attempts  |  0/15 points to pass
15 Questions  |  Unlimited attempts  |  0/15 points to pass Please respond based on your current and typical behavior—not what you believe is the ideal or expected one.
You must register to access.
Your Learning Path
Select the "Suggested Learning Path" button to begin.  |  60 minutes
Select the "Suggested Learning Path" button to begin.  |  60 minutes Once you complete the assessment, you’ll receive a personalized list of recommended courses, resources, and learning experiences tailored to your needs.
You must register to access.

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