R 315

EX. VAT

Get Noticed as a Financial Advisor

Online

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CPD Accreditation detail

Professional Body: IOBSA

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

CPD registration number: IOB239

COURSE DESCRIPTION

Standing out in the competitive world of financial advising requires more than just expertise, it demands visibility and recognition. If you’ve ever felt unnoticed or undervalued, you may be facing challenges in making your contributions seen and appreciated.

In this course, you’ll explore what workplace visibility means for financial advisors and how increasing it can accelerate your career. You’ll also learn about three major obstacles to getting noticed and gain practical strategies to overcome them. By the end, you’ll have the tools to elevate your professional presence, build credibility, and earn recognition from both clients and colleagues.

The following topics will be covered in this course:
  • Visibility and the importance thereof.
  • Obstacles and how to deal with them
  • Lack of Exposure
    • Lack of Communication and Self-Advocacy
    • Uninspiring Work
    • Market Saturation and Competition
    • Limited Marketing and Networking Skills
    • Regulatory and Compliance Restrictions
  • Development the required Skills

By the end of the course, you’ll have the tools to elevate your professional presence, build credibility, and earn recognition from both clients and colleagues.