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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)

WHO ARE WE

Established in 2004, Masthead (Pty) Ltd offers nationwide compliance and business support to independent financial advisors, corporate FSPs, credit providers, legal and property practitioners, and others. We help our clients navigate key regulations like FAIS, FICA, POPIA, and the National Credit Act. With a team of experts, we provide practical solutions across compliance, practice management, and business development to help businesses stay compliant and thrive. Masthead (Pty) Ltd is part of the Masthead Group, alongside Masthead Financial Planning (Pty) Ltd – a licensed FSP dedicated to supporting financial advisors with streamlined operational and regulatory solutions.

Why Masthead?

CONTACT US

Phone:

021 686 3588

E-mail:

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B-BBEE CERTIFICATE

Masthead is a level 1 B-BBEE contributor.

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