Goalsetting for financial professionals in 2021 and beyond

As financial advisers, we have a unique opportunity to make our dreams and aspirations come to life. No matter how new or experienced you are. We have the opportunity to change anything we like, today.

The world we live in today moves at a mind-blowing pace. We have more interruptions than ever. Challenges, curveballs, and unforeseen events are at the order of the day.

We need to set new goals in a new way.

If you would like to set the kind of goals that make big things happen, then this session is for you to be ready for whatever lies ahead.

We discuss:

  • Setting the kind of goals that make big things happen
  • Familiar and new concepts to apply when setting goals
  • How to use business goals and metrics to achieve personal goals
  • How to connect personal goals to business metrics practically
  • How to practically plan for goals (create an action plan)
  • 10 traits and steps to ensure success

Course Information

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.

Goalsetting for financial professionals

1 year of access

You can be setting the kind of goals that make big things happen!