How to create a Business Plan that works

Seminar Information

Running a business requires its own set of skills and disciplines that are separate from the skills of financial planning. 

During this seminar, you will:

  • Step away from the daily running of your business and focus on planning for your business’ future.
  • Be guided through some key strategic thinking processes that all business owners should follow when looking to optimise their services and delivery.
  • Take stock of your business’ current position in the market and gain clarity on the steps you need to take to move your business forward.

On completion of this seminar you will be able to:

  • Create a sustainable business plan
  • Set out in detail exactly how you will run your business
  • List specific goals and objectives for your business
  • Clearly set out your plan to meet your goals in a specific time period
  • Know how to identify and stay on track with your strategic objectives
  • Tap into your business’ strengths
  • Use the opportunities within the market place to grow your business
  • Minimise the impact of weaknesses and threats to your business

CPD hours:

  • FSPs, Key Individuals and Representatives who attend this seminar will earn 3 CPD points towards maintaining their competence requirements.
  • FPI members will be able to earn 3 CPD points in the Event Participation (Skills and Abilities) category.

Cost for members: Free
Cost for non-members: R 850,00 (incl VAT)


How will attendees benefit

Attend this seminar and walk away with a road map that you and your team can follow to ensure the success and growth of your business.

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

MASTHEAD IS

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.

Why Masthead?

CONTACT US

Phone:

+27 21 686 3588

E-mail:

 info@masthead.co.za