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.
Enhance your processes and systems to optimize your solutions and services that will enable you to build, establish and maintain a professional and efficient practice within a profitable and sustainable advisory firm.
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.
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.
Management is, above all, a practice where art, science and craft meet.
– Henry Mintzberg