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Operational Efficiency – Deliver on Promises and Drive Growth


During this webinar, we will examine all aspects of operational excellence by evaluating all business systems. You will be able to determine in what ways these systems support the achievement of your business’ strategic objectives and goals through this process.

Specifically, we will describe how you will need to analyse and streamline your systems and processes to reduce your costs and increase your profits. This approach will ensure you deliver top-quality services to clients while aligning both team and individual efforts with the overarching business goals.

The discussion points are as follows:

  • Introduction: Delivering on promises and driving growth
  • Operational efficiency: Business growth
  • Operational efficiency and excellence: Business performance
  • Operational efficiency and systemisation: Operations manual, Referrals and Risk management
  • Conduct of Financial Institutions Bill (COFI)

CPD hours: 

  • FSPs, Key Individuals, Representatives, and operations managers who attend this webinar will earn 2.5 CPD hours towards maintaining their competence requirements.
  • FPI members will be able to earn 0.5 CPD hours in the Ethics and Practice Standards category and 2 CPD hours in the General category.

Interested in attending this webinar or face-to-face seminar?

Click on the links below to register or browse dates for this webinar and seminar.

Webinars   |   Face-to-face seminars 

If you would like to arrange this webinar specifically customised for your business, contact the Masthead Regional Office closest to you.

Who should attend

Key Individuals, Representatives, operations managers and all key administrative staff.

How will attendees benefit

In this webinar, you will gain an understanding of the impact of operational efficiency on a business and its clients, as well as learn how to identify risks and mitigate them through the use of implemented systems and procedures.


Accredited by the Financial Planning Institute of Southern Africa (FPI)


A national supplier of risk management services to independent financial advisors and other licensed financial service providers (FSPs). Established in 2004, we help our clients overcome their risk management challenges so they can grow and thrive in an increasingly regulated industry. Providing professional guidance and practical support, our team of specialists is passionately committed to delivering tangible solutions.

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Masthead is a level 1 B-BBEE contributor.

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