R 250


Challenges financial advisors face today


Challenges financial advisors face today logo
CPD Accreditation detail

Professional Body: IOBSA

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

CPD registration number: IOB198

Course description

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