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.
Compliance.
Compliance, unfortunately, has become a heavy burden to many financial advisors and intermediaries. We passionately believe that there are ways to comply better without all the complexity. Our objective with our compliance modules and courses is to keep it real, keep it simple and make it more practical.
Modules.
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.
Free | Ethics
Courses.
R350 | Ethics
R350 | Ethics
R350 | Ethics
R350 | Ethics
Upcoming Courses coming soon
Here’s a preview of what you can expect:
Course: The ten step process of client engagement and compliance for medical aid insurance related advice
The time is always right to do what is right.
– Martin Luther King Jr.