This fully interactive workshop will focus on the knowledge; skills and behaviours required to meet and exceed the supervision requirements within a regulated financial planning firm. Through practical; scenario-based examples; the workshop will bring the challenges of supervision to life.
Internally, we want to provide financial planners, of all shapes and sizes, with the best support services around. We want to empower and enable them to focus on providing the ultimate service to their clients; while we take care of the rest.
We want to keep pushing financial services forward, helping develop it into a profession, understood and acknowledged by other professional services. And we want to do it all with a smile on our faces.
Externally, we want to shout about how brilliant a career in finance is! It is such an under-represented career, and we are passionate about highlighting the many amazing paths and options that are available in financial services, to encourage people from all walks of life to choose finance as their future.
