relevant class of business and product specific training. FAIS compliant (continuous professional development)
products and pricing. Attend industry seminars, training sessions, and conferences to enhance knowledge
products and pricing. Attend industry seminars, training sessions, and conferences to enhance knowledge
Operations Database Ensure all admin staff are trained adequately to perform all relevant tasks Perform
the system maintenance and functioning · Provide training and assistance to users of Board, providing and
the system maintenance and functioning · Provide training and assistance to users of Board, providing and
preparation and Client Reviews Complete the necessary training on the Company's preferred financial planning