Financial Planning and Advice - Become an Old Mutual Referral Agent


CPD hours: 0 Hour

Price: Complimentary

Video Type: Single

Presenter: Lizl Budhram
Presenter: Steven Kruger
...

Financial Planning and Advice - Become an Old Mutual Referral Agent

CPD Hours: 0

Price: Complimentary


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Title / Topic

Financial Planning and Advice - Become an Old Mutual Referral Agent

Presenters : Lizl Budhram , Steven Kruger


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.

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