Our accredited CPD modules consist of short sessions on specific topics that relate to the fundamentals of ethics, ethical behaviour and promoting trusted relationships.
The Conduct of Financial Institutions Bill is scheduled to replace the Financial Advisory and Intermediary Services Act in 2023. This session provides awareness and offers a practical perspective for all advisors and intermediaries of what the high-level impact will be over the next few years.
Clients will only do business with you if they trust you. In the words of Stephen MR Covey, “Trust is the one thing that changes everything.” If you want to be recognised as a trusted advisor, this session will be of fundamental importance to you.
This session will inform you about the significance of ethical conduct when building and sustaining a successful advisory practice and it highlights the essential building blocks that are necessary to demonstrate when engaging with clients if your goal is to be recognised as a trusted advisor.
Our accredited CPD modules consist of short sessions on specific topics that relate to the fundamentals of compliance. We keep it simple, and we make it practical.
The client engagement and compliance process form a vital part of every successful advisory practice. During this session you will gain high level insights regarding the essential components of professional client engagement and compliance requirements, which will lay a sound foundation for you to build, establish, grow, and sustain your practice.
This course highlights the fundamental principles within the framework of the ten-step process of professional client engagement that enable non-life insurance advisors to provide commercial lines insurance advice and to render intermediaries services in a compliant way by making sure that their non-life commercial lines transactions are accurately accounted for.
This course unpacks the fundamental principles within the framework of the ten-step process of professional client engagement that enable non-life insurance advisors to provide personal lines insurance advice and to render intermediaries services in a compliant way by making sure that their non-life personal lines transactions are accurately accounted for.
This course emphasises the fundamental principles within the framework of the ten-step process of professional client engagement that enable financial advisors to provide long-term insurance related advice and to render intermediaries services in a compliant way and making sure that their long-term insurance transactions are accurately accounted for.
This course focuses on the fundamental principles within the framework of the ten-step process of professional client engagement that enable financial and investment advisors to provide investment advice and to render intermediaries services in a compliant way by making sure that their investment transactions are accurately accounted for.
Our accredited CPD modules consist of short sessions on specific topics that relate to the fundamentals of practice management. We keep it simple, and we make it practical.
Practice management is a very wide topic which is often used in conversations amongst financial advisors. This module highlights all the key fundamental building blocks that are necessary to build, establish, and maintain a successful practice.
The success of every advisory business is a function of the number and value of transactions. Every transaction between a client and advisor is based on an agreement. During this session you will gain valuable insights into the significance of the various agreements that are concluded between clients and their nonlife commercial lines advisor.
The success of every advisory business is a function of the number and value of transactions. Every transaction between a client and advisor is based on an agreement. During this session you will gain valuable insights into the significance of the various agreements that are concluded between clients and their nonlife personal lines advisor.
The success of every advisory business is a function of the number, and value of transactions. Every transaction between a client and advisor is based on an agreement. During this session you will gain valuable insights into the significance of the various agreements that are concluded between clients and their medical aid insurance advisor.
The success of every advisory business is a function of the number, and value of transactions. Every transaction between a client and advisor is based on an agreement. During this session you will gain valuable insights into the significance of the various agreements that are concluded between clients and their long-term insurance advisor.
The success of every advisory business is a function of the number, and value of transactions. Every transaction between a client and advisor is based on an agreement. During this session you will gain valuable insights into the significance of the various agreements that are concluded between clients and their investment advisor.
The client engagement process forms a significant part of every successful advisory practice. During this session you will gain high level insights regarding the essential components of professional client engagement, which will lay a sound foundation for you to build, establish, grow, and sustain your practice.
Our accredited CPD courses consist of a series of modules on the fundamentals of practice management. We keep it simple and we make it practical.
This course unpacks the ten fundamental steps in the client engagement process when investment advisors provide investment related advice to clients and what they need to do earn their clients’ trust in the process. Each one of these steps in the client engagement process contain best practice principles that will enable advisors to grow and sustain their investment related business in a very competitive environment.
This course focuses on the ten fundamental steps in the client engagement process when advisors provide medical aid advice to clients and what they need to do earn their clients’ trust in the process. Each one of these steps in the client engagement process contain best practice principles that will enable advisors to grow and sustain their medical aid business in a very competitive environment.
This course highlights the ten fundamental steps in the client engagement process when non-life advisors provide non-life insurance advice pertaining to commercial lines to clients and what they need to do to earn their clients’ trust in the process. Each one of these steps in the client engagement process contain best practice principles that will enable advisors to grow and sustain their non-life insurance (commercial lines) business in a very competitive environment.
The client engagement process is fundamental to your success as a long-term insurance advisor and intermediary. During this course you will gain a deeper understanding of the essential components of professional client engagement when providing long-term insurance related advice and services. The fundamentals of professional client engagement, as highlighted in this course, will lay a sound foundation for you to build, establish, grow, and sustain your practice.
This course focuses on the ten fundamental steps in the client engagement process when non-life advisors provide non-life insurance advice pertaining to personal lines to clients and what they need to do earn their clients’ trust in the process. Each one of these steps in the client engagement process contain best practice principles that will enable advisors to grow and sustain their non-life insurance (personal lines) business in a very competitive environment.
