7 focus areas for your practice in the next 12 months

We identify and discuss 7 areas in your business or practice that you should focus on over the next 12 months.

As with all our CPD events, we focus on practical aspects and steps that you can implement right away.

The environment

We know it. We are not spending enough time on our businesses. We are too busy working in the business. Being an adviser and orchestra coordinator.

It is imperative that we implement the right aspects into our businesses to drive better outcomes for our clients and make our businesses more profitable.

What to expect

  • Why these aspects will help you raise the bar for your business
  • Which 7 aspects to focus on
  • How to implement
  • What you must measure

Course Information

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Course Instructor

Francois du Toit, CFP® Francois du Toit, CFP® Author

Francois du Toit, CFP® holds a B. Com degree in Risk Management as well as the Post-Graduate Diploma in Financial Planning. He is an avid miniature figure painter with a passion for helping others succeed and for professionalising the Financial Services Industry. He holds the certification of CERTIFIED FINANCIAL PLANNER® or CFP® in good standing with the Financial Planning Institute of Southern Africa as well as being a registered Tax Practitioner with them and SARS. Francois offers a unique and powerful proposition to businesses employing Financial Advisers and Broker Consultants that leads to significant improvement in production and reduced advice risk. His practical experience, success, technical knowledge and understanding the challenges and opportunities in this field, ensure immediate practical application in the target market. Francois has designed and created very successful online courses for the Financial Planning Institute and has trained hundreds of financial planners, advisers and other trainers for among others Old Mutual, PPS, Liberty, Iress and atWork. His ability to answer questions that relate to practical on-the-ground issues is what sets him apart from traditional trainers who may not have been in practice.

 

7 focus areas

R350.00
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7 focus areas for your practice

7 focus areas for your practice in the next 12 months

Recording of the live CPD session

What Others Have Said

Well Presented
By: Yvonne

This was a very informative presentation, I am new in the field and I am very impressed. This will boost my practice.