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.
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.
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.
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.
