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Necessary skills for Financial Planners and outsourcing non-core skills

Author: COVER Publications   Original Publication: COVER Publications South Africa

Posted on 27 Oct 2017

COVER Magazine interviewed Ian Middleton at the 2017 FPI Professionals Convention held at Century City in Cape Town. They discussed the skills required to run a professional Financial Planning practice, the main skills that financial planners should have and what they should look to outsource, and the trends in outsourcing non-core skills.

Running a professional Financial Planning practice needs varied skills. Do planners possess these different skills & is it realistic to expect it of them?


What are the main skills that financial planners should have & what should they look to outsource?


Have you seen a trend among professional planners to outsource “non core”skills?


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