CPD Workshops

RE Refresher Online Training Course

4 CPD points approved by the Institute of Bankers (IOB) of South Africa.

In this online training course, you will hone your knowledge about the Financial Services sector in South Africa,including all the role players and the various acts governing it. We also update you on the different financialproducts and services and operational requirements and processes.

The multiple-choice exam is completed online to earn your four (4) CPD points and a Certificate.

Who should attend?
Anyone who wants to brush up on their knowledge of the regulatory environment in which the FSP operates, will benefit from this course.

Engage with Your Business

6 CPD points approved by the Institute of Bankers (IOB) of South Africa.

In this 2-day workshop, you will find strategies for rapid growth and long-term profit. It shows you how to take back control of your business; be profitable immediately; increase your turnover by more than 10%; be 50% more productive; build your own sales process that convert leads into customers; and learn why businesses lose more than 50% of sales. In short, it gives you advice on practical action steps you can take now that are exactly right for your business.

A practical hands-on assessment of the business is done on the afternoon of the second day to earn your 6 CPD Points.

Who should attend?
Start-ups, small and medium businesses, business owners who does not have time, business owners who have a cash flow problem; and Financial Advisors (FSP’s and Representatives) who want to learn how to grow theirbusiness.

FAIS Forward Consulting Services brings this workshop to you in association with Bertus de Wet Business Coaching.

Professional Selling Skills for the Financial Services Industry

10.5 CPD points approved by the Financial Planning Institute of South Africa.

In this 2-day workshop you will learn how to sell in the financial services industry. The buying process, the sales process, planning and preparation, how to prospect, making the appointment, pre-approach opening call and introduction, analyse the customer’s needs, provide a solution to the customer, how to handle the objections, getting commitment from the customer (selling versus closing), close the quality circle.

The assessment, consisting of integrated role-play and an action plan is done on the afternoon of the second day to earn you your 10.5 CPD Points.

Who should attend?
Financial Services Providers who want to learn professional selling skills for their Financial Services Business.

FAIS Forward Consulting Services brings this workshop to you in association with Unlimited People Consulting.

consulting
learning
training