R 250
EX. VAT
Challenges financial advisors face today
Online
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:
- Regulatory changes
- Technological disruption
- Cyber security concerns
- Market volatility
- Client expectations
- Competitive landscape
- Aging population
- Ethical dilemmas
- Global economic factors
- 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