Practice Management and Risk Assessment online course

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• Identify risks for your financial planning practice
• Draft a business plan for your financial planning practice
• Develop a marketing plan for your business practice
• Analyse the research required to conduct a financial risk assessment
• Conduct and information search to answer questions raised by a brief
• Select information in order to produce a research report
• Organise and present the findings of the research.

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Online course details

• Provider Integrity Academy | Continuous Professional Development (CPD) provider
• Where will it take place? -
• CPD points 8.5 CPD points
• Costs (members)
  R750 (non-members)
  
• Topics covered Financial Management and Risk Management
• Categories
• Registration
• Professional bodies Financial Planning Institute of Southern Africa
  

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Online course registration

 

Register for this online course →