Certified Practitioner Program (CCP)
Train individual advisors or entire teams in the 7 Principles with the flagship CCP program — adaptable to wealth management, insurance, and banking.
See the certificationFor Financial Services
Ethical influence that meets the highest standards.
Clients cannot judge the advice, so they judge the adviser instead.
That is why high-pressure tactics fail here: they spend the one thing the client is actually buying. The 7 Principles give advisers like you a research-based way to earn confidence honestly, because each one depends on the underlying claim being true.
Why Financial Firms Choose Cialdini
Inside the client meeting
One evidence-based language for adviser conversations, built to sit inside your compliance review rather than test it.
01
Advice that gets acted on
A client who cannot evaluate the recommendation evaluates you instead. Authority and Liking are what they are actually reading during that meeting.
02
Built for the compliance review
Every principle requires the underlying claim to be true, the same standard your compliance function already enforces. The method is designed to work inside the rules; your compliance team still approves the specifics.
03
One standard across the advisory team
Client conversations currently vary by whoever is holding them. A shared framework makes quality something you can coach rather than hope for.
In the Room
Learned with peers, not from a lecture.
The POP Workshop is two days of hands-on work at round tables. Participants work through each principle together and practise it on situations from their own work.
Recommended Programs
For advisers and advisory teams
Credential individual advisers, or train the whole team with content your compliance function can review first.
Enterprise Training
Customized influence training for financial services organizations, including compliance-aligned content and role-specific applications.
Plan team trainingYour Next Step
Make your advisers easier to trust.
We will scope a programme against your compliance constraints, not around them. Start with a call, or take the assessment to see where your team stands.