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Course: The ten-step process of professional client engagement for investment related advice

R350.00 (incl. VAT)

This course unpacks the ten fundamental steps in the client engagement process when investment advisors provide investment related advice to clients and what they need to do earn their clients’ trust in the process. Each one of these steps in the client engagement process contain best practice principles that will enable advisors to grow and sustain their investment related business in a very competitive environment.

Description

This course unpacks the ten fundamental steps in the client engagement process when investment advisors provide investment related advice to clients and what they need to do earn their clients’ trust in the process. Each one of these steps in the client engagement process contain best practice principles that will enable advisors to grow and sustain their investment related business in a very competitive environment.