store areas to affect profitability Communicate, train, implement and sustain relevant Systems, Methods
Connectivity) is a reporting tool that can be trained as long as they have the expertise to pull reports
expectations for the team. Ensure staff are trained or implement training for growth areas. Regular team meetings
expectations for the team. Ensure staff are trained or implement training for growth areas. Regular team meetings
per the FSCA qualification list/not essential. Training will be given FAIS Regulatory examination for
per the FSCA qualification list/not essential. Training will be given FAIS Regulatory examination for
relevant class of business and product specific training. FAIS compliant (continuous professional development)
relevant class of business and product specific training. FAIS compliant (continuous professional development)
with adequately qualified and skilled personnel Training, development, and motivation of staff Performance
preparation and Client Reviews Complete the necessary training on the Company's preferred financial planning