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TRAINING AND
DEVELOPMENT

By joining us, we equip you for success in the financial services industry through constant training and development that will give you an edge in your career.

Skill Sets
1

Industry Knowledge – Financial Products

You will be trained to explain the features, benefits, limitations, risks, and suitability of financial products to individuals with financial planning needs.

2

Industry Knowledge – Laws and Regulations

Financial Planners will be taught to demonstrate understanding and application of relevant laws and regulations as well as awareness of industry trends and developments relating to financial planning.

3

Developing a Trust-Based Relationship with Clients

Develop professional relationships with prospective and existing clients based on trust, empathy, credibility and ethical conduct.

4

Client Acquisition and Acceptance

Recognise sources of client acquisition and perform client acceptance checks and on-boarding of prospective clients.

5

Insurance Planning

Work with clients with life, health and personal insurance needs and establish their risk profile.

6

Investment Planning (Foundation)

Work with clients with basic investment needs to establish their investment profile.

7

Retirement Planning

Help clients plan for retirement needs by establishing their retirement goals and analysing their financial situation.

8

Construction of Personal Financial Plan

Construct a personal financial plan for individuals to ensure financial goals are successfully achieved over the planning horizon.

9

Team Leadership

Lead a team of Financial Planners to achieve their personal objectives and team goals, and upholding the high standards of professionalism and customer centricity while in pursuit of those goals and objectives.

10

Recruitment and Development of Financial Planners

Recruit and develop individual Financial Planners to ensure they maintain high standards of professionalism and customer centricity.