CPD Accreditation detail

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 3 CPD hours for each course   

CPD registration number: IOB154 - IOB177 - IOB179

Package description

ADVICE WHEN A CLIENT DIES 

One of the major roles of a financial advisor, is to help their clients plan for life events such as death. The surviving spouse, in most cases, are completely clueless on what to do or what steps to take. It is therefore crucial that we know how to assist and advise clients in the event of death of a spouse or at least, be able to point them in the right direction. 

The following topics will be covered in this course:

• The importance of estate planning
• Roles and responsibilities in estate planning
• Deceased estate
• Executor
• Master
• Checklists
• What to do when a spouse dies
• What documents your client needs when a spouse dies
• Who to call when a spouse dies
• Case studies

Duration: 3 CPD Hours

A GUIDE TO WORKPLACE PROFESSIONALISM

In this course, you’ll learn the basics of professional behaviour at work with examples of do’s and don’ts in real-world scenarios. You’ll learn the fundamentals of professional communication, whether through emails, phone calls, or other formal and informal situations. When finished, you’ll understand how to build professionalism into every aspect of your job.

The following topics will be covered in this course:

• The fundamentals of workplace professionalism
• How to correspond professionally with clients
• Phone etiquette for professionals
• Formal vs. informal communication

 Duration: 3 CPD Hours

SOLICITING AND RESPONDING TO CLIENT FEEDBACK

In this course, you’ll learn why client feedback is important and how to solicit it effectively. You’ll explore ways to respond to positive, neutral, and negative feedback so that you can use the information you get to make changes for the better.

The following topics will be covered in this course:

• Why client feedback is valuable
• How to solicit useful feedback
• How to respond to different types of feedback
• Responses to client feedback

Duration: 3 CPD Hours