Ensure compliance with accounting regulations. Training accounting staff. Please take note: if you have
system automation in the AP function for staff training and resolution.
preparation & Client Reviews Complete the necessary training on the Company's preferred financial planning
preparation & Client Reviews Complete the necessary training on the Company's preferred financial planning
Reviews
Complete the necessary training on the Companys preferred financial planning tools
1.12., 1.14., 1.17., 1.18. Class of Business training completed as per Company and FSCA requirements
1.12., 1.14., 1.17., 1.18. Class of Business training completed as per Company and FSCA requirements