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CPD Accreditation detail

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 2 CPD hours    

CPD registration number: IOB198

Course description

In this course, you’ll explore the key challenges facing financial advisors in a rapidly changing environment. You’ll learn how to adapt to regulatory, technological, economic, and client-related pressures while strengthening client relationships, building your personal brand, improving business performance, and remaining relevant through continuous professional development.

The following topics will be covered in this course:

• The top 10 challenges and how to address them:
  1. Regulatory changes
  2. Technological disruption
  3. Cyber security concerns
  4. Market volatility
  5. Client expectations
  6. Competitive landscape
  7. Aging population
  8. Ethical dilemmas
  9. Global economic factors
  10. Continuous professional development
• Understanding and managing client’s expectations
• Building your personal brand
• Increasing revenue and profits
• Retaining clients and keeping them happy
• Hindering technology adoption

11 "CPD" ure Pakket

12 Hour CPD Package

18 Hour CPD Package