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? This seminar is essential for key individuals, business owners and key staff.

Cost: R450.00 (incl. VAT)

Seminar hosted on:

  • 23 January | 09h00 – 11h00


Financial Strategy Seminar

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? This seminar is essential for key individuals, business owners and key staff.

Cost: R450.00 (incl. VAT)

Seminar hosted on:

  • 30 January | 09h00 – 11h00

Risk Management

What would the FSB regard as a risk?  In this seminar we use learnings from real life FSB on-site visits to guide us on what the FSB regards as risks.

We’ll take you through a step-by-step process to identify the regulatory and business risks in your business.  We will look at risks in each area of the business including;   strategic; operational; human resources; financial; marketing; advice and customers.

You will also be guided on how to rate the severity of the risk and calculate the impact on your business.

Who should attend? This seminar is essential for key individuals, business owners and key staff.

Cost: R450.00 (incl. VAT)

Seminar hosted on:

  • 06 February | 09h00 – 11h00
  • 13 February | 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? This seminar is essential for key individuals, business owners and key staff.

Cost: R450.00 (incl. VAT)

Seminar hosted on:

  • 19 February | 09h00 – 11h00

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? This seminar is essential for key individuals, business owners and key staff.

Cost: R450.00 (incl. VAT)

Seminar hosted on:

  • 13 March | 09h00 – 11h00

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