Welcome to your Trusted Advisor Dashboard. Here you can find a breakdown of all your current courses and modules, memberships and certificates.
Thinking of what to study next?
Below you can find a list of our most popular modules and courses!
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.
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.
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.
