Practice Management

Showing all 14 results

Sale!
Course: The ten-step process of professional client engagement for investment related advice
Original price was: R950.00.Current price is: R350.00. (incl. VAT) Add to cart
Sale!
Course: The ten-step process of professional client engagement for long-term insurance related advice
Original price was: R950.00.Current price is: R350.00. (incl. VAT) Add to cart
Sale!
Course: The ten-step process of professional client engagement for non-life insurance advice – Commercial lines
Original price was: R950.00.Current price is: R350.00. (incl. VAT) Add to cart
The significance of agreements between advisors and their clients in respect of investments
R150.00 (incl. VAT) Add to cart
The significance of agreements between advisors and their clients in respect of long-term insurance related advice
R150.00 (incl. VAT) Add to cart
The significance of agreements between advisors and their clients in respect of medical aid insurance related advice
R150.00 (incl. VAT) Add to cart
Sale!
The ten step process of client engagement and compliance for non-life insurance related advice (Personal lines)
Original price was: R950.00.Current price is: R350.00. (incl. VAT) Add to cart
The ten step process of professional client engagement (Introduction to courses)
R0.00 (incl. VAT) Add to cart
Sale!
The ten-step process and compliance for investment related advice
Original price was: R950.00.Current price is: R350.00. (incl. VAT) Add to cart
Sale!
The ten-step process and compliance for long-term insurance related advice
Original price was: R950.00.Current price is: R350.00. (incl. VAT) Add to cart
Sale!
The ten-step process and compliance for non-life insurance related advice (commercial lines)
Original price was: R950.00.Current price is: R350.00. (incl. VAT) Add to cart
Sale!
The ten-step process and compliance for non-life insurance related advice (personal lines)
Original price was: R950.00.Current price is: R350.00. (incl. VAT) Add to cart
Sale!
The ten-step process of professional client engagement for medical aid insurance advice
Original price was: R950.00.Current price is: R350.00. (incl. VAT) Add to cart
The Trusted Investment Advisor
R150.00 (incl. VAT) Add to cart