To register for one of the following training courses, please contact:
Dale Bosiger
Phone:031-2037517
Email: training@spotlight.co.za
Training Dates
FPI MEMBERS NOW CAN CLAIM CPD POINTS FOR SPOTLIGHT TRAINING
| Spotlight Training Schedule - 2010 |
|
| Region |
Date |
Day |
Time |
Training |
| September: |
| Gauteng, Woodmead |
06-Sep |
Monday |
9am - 4pm |
Client Relationship Management |
| |
07-Sep |
Tuesday |
9am - 4pm |
Financial Needs Analysis |
| Cape Town |
15-Sep |
Monday |
9am - 4pm |
Client Relationship Management |
| |
16-Sep |
Tuesday |
9am - 4pm |
Financial Needs Analysis |
| October: |
| Natal, Westville |
18-Oct |
Monday |
9am - 4pm |
Client Relationship Management |
| |
19-Oct |
Tuesday |
9am - 4pm |
Financial Needs Analysis |
| November: |
| Cape Town, FTI House |
01-Nov |
Monday |
9am - 4pm |
Client Relationship Management |
| |
02-Nov |
Tuesday |
9am - 4pm |
Financial Needs Analysis |
| Gauteng, Woodmead |
15-Nov |
Monday |
9am - 4pm |
Client Relationship Management |
| |
16-Nov |
Tuesday |
9am - 4pm |
Financial Needs Analysis |
Course Outlines
Module One
This module is designed for Financial Planners, Managers and Assistants who will make use of the SPOTLIGHT system to collect and keep client records required for effective financial planning and in terms of regulation and legislation. To have a database that can be used to analyse a client's situation and to make regular contact and to prospect for new business.
Module Two
This module is designed for Financial Planners, Managers and Assistants who will make use of the SPOTLIGHT system manage their relationship and interaction with their clients to ensure:
- Good business practice and planning.
- Effective marketing and follow up of clients.
- A record of client/planner interface for management control and compliance.
- Effective control of administration and financial planning activities.
Module Three
This module is designed for Financial Planners or Assistants who will use the FNA modules of SPOTLIGHT to complete a financial needs analysis for clients
Module Four
This module is designed for Financial Planners or Assistants who will use the FNA modules of SPOTLIGHT to complete a financial needs analysis for clients.