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Practice Management


Practice Management

CPD Accreditation detail:

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 3 CPD hours    

CPD registration number: IOB110


Who should register?

Existing Key Individuals and Representatives from large FSPs as well as small independent FSPs and Compliance Officers who looks after the compliance of FSPs but also at the compliance of any other sales or services business with the aim to earn CPD hours.


The following aspects are covered in this course:

  • Manage service delivery and understand the principles of Practice Management.
  • Formulate Practice Building and Practice Management Plans.
  • The roles you play in your Practice.
  • Value Proposition.
  • The income your practice must generate.
  • Planning for Profit.
  • Planning for Productivity.
  • Calculations