Connectivity) is a reporting tool that can be trained as long as they have the expertise to pull reports
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
with adequately qualified and skilled personnel Training, development, and motivation of staff Performance
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)
preparation and Client Reviews Complete the necessary training on the Company's preferred financial planning