Employee Benefits and Client Engagements online course

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The purpose of this course is to introduce the basic employee benefits available. We also introduce basic principles and steps to follow in the client engagement process.

Once you have successfully completed this course, you will be able to:

1. Explain the basic employee benefits available.
2. Apply basic principles relevant to the client engagement process and follow the steps in the proposed client engagement process.

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Online course details

• Provider FPI Centre for Professional Development | Continuous Professional Development (CPD) provider
• Where will it take place? -
• Dates December 3, 2018 - December 3, 2019
• Completion time 2 hours
• CPD points 1.5 Online CPD Points
• Costs R250 (members)
  R250 (non-members)
  
• Topics covered Practice Management and Risk Management
• Categories COB Category - Long-term Insurance
• Registration FPI Approval - FPI18120064
• Professional bodies Financial Planning Institute of Southern Africa
  

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Online course registration

 

Register for this online course →