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How a simple mistake cost an advisor more than R 200k

 

Based on an actual case study we discuss the events that took place between an existing client and their advisor, the advice that was sought, the advice that was provided and how that cost the Financial Advisor more than R200 000.

We study all the facts, questions and concerns of the client.  We discuss possible and appropriate ways to go about answering these questions.  Then we study the advice the client received from the first advisor and the long-term impact of the advice.

CPD

The webinar offers 2 verifiable ETHICS 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 275

Approval number: FPI190600135

Learn more about Ignite and how to join.

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.

Simple Mistake Non-Igniter

R275.00
access until 1 Sep 2020 12:00 am

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