Financial Planning and Advice - Become an Old Mutual Referral Agent
CPD Hours: 0
Price: Complimentary
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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