Workshops and Seminars – Pretoria

To register for any of the workshops below, click here


Business Planning

Our Business Planning seminar will equip you with the skills and techniques to set up a Business Plan that drives better efficiency in your business.

After this seminar, you will know how to identify your strategic objectives and how to ensure that you stay on track with your set objectives.

Being aware of your business’ current position will help you to optimise your services and delivery. We will show you how to tap into your business strengths and use the opportunities within the market place to grow your business. We will also guide you on how to minimise the impact of weaknesses and threats to your business.

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

Who should attend: All key individuals, business owners and key staff.

Cost: R425.00 (incl. VAT)

Seminar hosted on:

  • 02 October | 09h00 – 12h00

Preparation for an FSB visit – what to expect?

This seminar is a must for every FSP. It covers the full spectrum of an FSB onsite visit. We will take attendees through the process using real life examples and prepare you for the typical questions that you will face during a FAIS audit.

We will take actual Risk Mitigation Plans and walk you through the risks identified by the FSB, and provide suggestions on how to manage, reduce or eliminate the risks in your business.

As part of this seminar, attendees will also get an opportunity to look at the typical questions asked during a FICA audit and identify any gaps within their own business.

Who should attend: All key individuals, business owners and key staff

Cost: R425.00 (incl. VAT)

Seminar hosted on:

  • 11 September | 09h00 – 12h00

Financial Strategy

Keeping track of your profit and loss is paramount to the success of any business.

Having the right financial management tools in place will help you to stay on top of your actual monthly income and expenditure. It will help you measure and monitor the financial health of your business. It is extremely useful in providing you with early warning signals of financial troubles, so you can relook and put your business back on track.

Join us for a hands-on seminar where we will show you how to create a monthly financial reporting tool for your business.

We will also discuss the impact of RDR on your monthly cash flow and provide tips on how to build long-term sustainability for your business.

Who should attend: All key individuals, business owners and key staff.

Cost: R425.00 (incl. VAT)

Seminar hosted on:

  • 09 October | 09h00 – 12h00

Design and Cost your Client Value Proposition – Part I

This seminar will provide you with the necessary tools to help you build a value proposition that will inspire clients to want to do business with you.

Do you know how RDR will impact your business? We will take you through a step-by-step process that will show you the financial impact that RDR will have on your business.

Where income is short, it will have to be made up! This is when a strong value proposition is needed – one that delivers value that clients will readily pay for. Walk away with a clear understanding of the services you offer and how you add value to your clients’ lives.

Who should attend: All key individuals, business owners and key staff.

Cost: R425.00 (incl. VAT)

Seminar hosted on:

  • 16 October | 09h00 – 12h00

Design and Cost your Client Value Proposition – Part 2

Segmenting your client base and allocating each client segment with a different level of service will improve your business’ efficiency and profitability.

There are different ways to segment your client base. This seminar provides insight into how services can be varied and apportioned across the client base, and in order of priority.

Walk away with an understanding of the different client segments in your business, the services you will provide to each segment as well as the profit that each segment will generate for your business.

Who should attend: All key individuals, business owners and key staff.

Cost: R425.00 (incl. VAT)

Seminar hosted on:

  • 21 August | 09h00 – 12h00

Ethics

To operate in the financial advisory arena, an individual must possess a high degree of ethics and integrity as these individuals work primarily with money, other peoples’ money.

In this seminar we will discuss the requirements of the Code of Conduct for FSPs. We discuss ethics within a financial advisory practice and look more broadly at the expectations set out in the Kings III report on how businesses need to take up the role of being a responsible corporate citizen.

We will take you through actual Ombudsman determinations and provide insights into the do’s and don’ts of ethical behaviour.

Leave this seminar knowing your business’ ethics rating and what you can do to improve it!

Who should attend: All key individuals, business owners and key staff

Cost: R425.00 (incl. VAT)

Seminar hosted on:

  • 28 August | 09h00 – 12h00

Monitor, Review and Record of Advice

What does keeping a comprehensive Record of Advice entail in terms of legislation? What does the review process require?

This key seminar addresses what constitutes a satisfactory Record of Advice, which is in line with the requirements of the General Code of Conduct. It highlights the information required in client interactions, and how best to build client trust.

We also focus on our practical 6-step advice process, review meetings and how the review process can significantly improve your business profitability.

Who should attend: All key individuals, business owners and key staff.

Cost: R425.00 (incl. VAT)

Seminar hosted on:

  • 30 October | 09h00 – 12h00

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

B-BBEE CERTIFICATE

Masthead is a level 2 B-BBEE contributor.

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