Exceptional Assistant – Improve Efficiencies to Increase Profits

Seminar Information

Develop and enhance your professional skills when you attend this powerful full day seminar. Learn practical tips and ideas that will boost your career and make you more productive and valuable to the business.

You will learn how to:

  • Manage your time effectively and boost your productivity
  • Provide support that positively impacts on the Financial Advisor’s effectiveness
  • Improve your operational efficiency which will contribute to the business’ profitability
  • Prioritise your work with confidence and put an end to office chaos and panic
  • Tackle more complex administrative tasks with confidence so the Financial Advisor is freed up to focus on income-generating activities.
  • Organise your work space to reduce clutter and work smarter
  • Use communication techniques to work co-operatively and to resolve client conflicts effectively

CPD hours:

  • FSPs, Key Individuals and Representatives who attend this seminar will earn 5 CPD points towards maintaining their competence requirements.
  • FPI members will be able to earn 5 CPD points in the Event Participation (Skills and Abilities) category.

Cost for members: R575,00 (incl VAT)
Cost for non-members: R 1 150,00 (incl VAT)

Who should attend

All office assistants

How will attendees benefit

Attend this seminar if you are looking to refresh or learn new skills, improve office efficiency and grow your credibility and status within the business.

What attendees had to say about this seminar

“The Exceptional Assistant seminar was very informative and helpful, and the facilitator ensured that each attendee felt comfortable. We were asked questions and given feedback that was specific to our type of FSP. The seminar was very good, and I would recommend it to all PAs, especially those who are new to the industry as it helps put things into perspective.”

– Michéle Naidoo | Ocean Wealth Management

“We enjoyed the Exceptional Assistant seminar, the facilitation and interaction was excellent. Well done in that regard.”

– Tammy Govender | Old Mutual Private Wealth Management

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 2 B-BBEE contributor.

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