CPD Courses

New Generation Firm

Workshop Engage Insight

About the CPD course

Client engagement and strategic business development. Critical thinking, client centricity for all levels of engagement, strategic business planning across 5 keys: Model/strategies, customer service proposition, stakeholder engagement, operations and HR

CPD Provider

Engage Insight

Send an enquiry

By submitting this form, you consent to CPD sending you email regarding your application.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Engage Insight

Engage Insight

A research and strategic development consultancy focused on professional and financial service firms.

Want to learn more?

More CPD courses by Engage Insight


Emotional Intelligence

Engage Insight

This workshop consists of 8 modules examining the importance of emotional intelligence in the workpl...

Model Office

Engage Insight

This online diagnostic business development assessment platform will benchmark retail financial advi...
Online Course

Get industry-related content straight to your inbox

By signing up to our site you are agreeing to our privacy policy