Summary

The modules in this course are aimed at assisting you to think about the following areas of business and how interconnected they are in terms of delivering exceptional service to your clients:

  •  The value proposition of the business;
  •  The type of client the value proposition is offered to;
  •  How to charge for the work carried out; and
  •  The processes and people required to give effect to the value proposition in an effective and sustainable manner.
   
     The course will consist of the following:
   1 hour webinar (Pre-Recorded)
 •      Module 1 – Service Offering
 •      Module 2 – Define your client base
 •      Module 3 – Income Models
 •      Module 4 – Service Delivery Process
 •      Module 5 – Employing the right people
 •      5 assessments pertaining to the above modules
 

 
 Presented by Lee-Anne Rossini, CFP®
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Course Topic:
Practice Standards

(Please note that this is an online course)
Cost:
FPI, SAIT and FISA members
R850.00 including VAT

FPI Corporate Partner™ companies
R765.00 including VAT

FPI Approved Professional Practice™ firms
 R850.00 including VAT

Non-Members
R1200.00 including VAT


FPI members can claim 8.5 CPD points in Practice Standards after completion of the course
and a further 0.5 CPD points for successful completion per online assessment.

8.5 CPD  0.5 CPD per assessment

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