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:
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.