Overview 

In the 5th webinar of the Financial Fitness for the Future webinar series, Lizl Budhram and Steven Kruger, will discuss the value of financial planning and advice and how you can become an Old Mutual Referral Agent. Lizl will start the webinar by discussing the importance of financial planning and advisory services, compliance requirements for advisors and the differences between business customers and customers with personal financial planning requirements.

Steven Kruger will then discuss how you, as a professional working within the accounting space, can become an Old Mutual Referral Agent and create an additional income stream for yourself. The Old Mutual Referral Agreement is a great opportunity for you to:

• Safely navigate the legislative and advice risks that comes with giving financial advice;

• Diversify your income stream;

• Enhance your customer value proposition;

• Give you access to great resources, such as estate and trust specialist; and

• Bullet-proof your customers' business continuity.

There will also be a live Q & A where Lizl and Steven will answer all the questions you might have with regards to becoming an Old Mutual Referral Agent. As an SAAA member, starting the quick and easy process of becoming a referral agent is as easy as claiming the reward on the SAAA Rewards Page.

Join Lizl and Steven on Thursday, 17 September 2020 at 10:00 to learn more about Old Mutual’s Referral Agreement, and how you can become a Referral Agent and create an additional revenue stream for yourself, while enhancing your value proposition to your customers.

Learning objectives

The key takeaways for attendees:

• Financial advice as a service - what is required and how do we ensure compliance?
• What is the value of advice and what to expect from a licensed and accredited adviser.
• What if you are not accredited but want to help your customers?
• Unpacking the Old Mutual Referral Agreement.

Content

The webinar will cover the following topics:

• Financial planning and advisory services.
• Advisors and compliance requirements.
• Differences between business customers and customers with personal financial planning requirements.
• The Old Mutual Referral Agreement.
• How you can become an Old Mutual Referral Agent.
• How the Referral Agreement can diversify your income stream, while enhancing your value proposition.

Obtaining your CPD certificate

This webinar is free and does not qualify you for CPD hours.

About the presenter

Lizl Budhram

As the Head of Advice, Lizl is tasked with the development of advice strategy, processes and enablers. She also contributes to instilling a Market Conduct/TCF culture, as well as FAIS license enablement and maintenance of financial advisers.

Lizl currently acts as an examiner and part time lecturer on the Post Graduate Diploma in Financial Planning qualification at two universities. She also serves as non-executive director on the Board of the Financial Services Exchange (Astute). Her qualifications include LLB and MBA degrees as well as an Advanced Post Graduate Diploma in Financial Planning. She is in the process of becoming a certified Integral Coach.

Steven Kruger

Steven holds an Honours Degree in Human Resources from UNISA. He completed his Certificate in Financial Planning during 2006 and was licensed by FSCA as PFA Key Individual for Old Mutual South Africa. He completed a Masters Class in Channel Distribution Economics from INSEAD Business School of the world in France during 2014. He joined Old Mutual in 1990 and has been employed in various roles at Old Mutual since then. He was Area Manager and RGM for 10 Years. He was the PFA for 8 years in Gauteng, the largest Tied Distribution channel in South Africa from all competitors.

Steven represents Gauteng on the Exco and is a decision maker on the Gauteng Board for Provincial Collaboration Matters. He is a keen Blue Bulls and Man United Supporter, loves winning and believes he can win at anything he puts his mind to. He loves to associate himself with positive people.

Who should attend?

The following persons will benefit from attending this webinar:

• Professional Accountants including: RA, CA(SA), PA(SA) and BAP(SA);
• Accounting/Bookkeeping Practice owners; and
• Auditing Practice Owners.

Price

This webinar is free.

Steps to register for the event:

If you already have a profile, login and register for the webinar.

If you don’t have a profile, create a free profile then login and register for the webinar.

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series).

Click here to find out about the Technical Resource Centre & CPD Subscription options.

Additional material

By attending this webinar you will be provided with:

• Summarised slide presentation.
• Reference documents and/or course material where available.
• You can ask questions during the webinar and you will also have access to me the presenter after the webinar.