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Webinars and Seminars

We have hosted regular practice management workshops and seminars since 2004 to help independent financial advisors address their business challenges. The knowledge gained from years of experience in the field of practice management has grown our reputation as a forerunner and innovator in this sphere.

Balancing theory with a practical approach, attendees can customise the principles to suit their individual business needs. They are able to use their new skills and knowledge immediately to make the necessary changes in their business, whether it be to build capital value or provide quality financial advice under an FSP licence.

In line with our integrated risk management approach, we incorporate elements of compliance and best business practice in all our workshops and seminars.

Some of our seminars include:

  • Complaints
  • Ethics
  • Exceptional assistant
  • Get RDR-ready
    • Design and cost your value proposition
    • Segmentation and differentiated services
    • Financial planning: optimising client value
    • Financial strategy and income streams
    • Business planning
  • Get TCF-ready
  • How to prepare for an FSCA audit
  • KI training
  • Lead generation
  • Marketing plan and communication calendar
  • Risk management
  • Succession planning

We are constantly developing and adding new seminars to this list.

Visit the Masthead Learning Centre for more information on upcoming seminars and other events in your region.

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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