Employing Technology to Enhance Your Practice in 2020

Technology is not what disrupts.  It is not what makes us more innovative.  Technology is an enabler.  It is what gives us the opportunity and the power to be innovative, more efficient and to disrupt the way we deliver our services and advice to clients.

In this recorded webinar we discuss how you can employ technology to enhance your practice.

We discuss:

  • Various aspects and areas of a financial practice
  • Problems and challenges
  • What to focus on when getting started with technology
  • Impact of the smallest change
  • Automation
  • Some tools you can use and that won’t cost you anything to start with
  • We end off talking about what existing “all-in-one” systems can do that you may not know of

CPD

The webinar offers 1.5 verifiable CPD points (you must complete the online assessment to earn the CPD). 

The cost of the online assessment for CPD is:

– Igniters: Complimentary
– Non-Igniters: R 215

Approval number: FPI20020136

Learn more about Ignite and how to join.

Course Information

Estimated Time: 90 minutes

Difficulty: Intermediate

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.

Employing Technology Non-Igniter

R215.00
access until 1 Sep 2020 12:00 am

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