This session motivates and upskills client advisors to develop a business owner mindset and an entrepreneurial drive.
Critical skills, such as developing a business plan, effective management of internal or external stakeholders and understanding the risk, regulations and ethics governing client engagement and recommendations will be imparted in this session.
By seeing their role, their portfolio and client relationships through the lens of a business owner, the individual will develop a longer-term perspective, which will lead to growth and sustainability.
Total Training Duration / CPD Hours: 16
Core FAA CPD:Â 3
Core SFA CPD: 3
Classroom Hours: 16