Feb 2, 2016 | CFP, CPD Continuing Professional Development, FAIS, Financial Service Professionals, FPI, INSETA, MILPARK, NC Wealth Management 57608, News, RPL, UFS
The road to become a financial planning professional RSC has been training financial advisers to develop the knowledge and skills required to become an informed and qualified adviser who is “fit and proper” in terms of FAIS for many years and learners often ask me,...
Feb 28, 2015 | CFP, CPD, CPD Continuing Professional Development, FAIS, FPI, Marketing, News, Sales
Attended a program with Bill Gibson on sales and personal marketing using summaries from the Complete Sales Action System and Managing the Complex Sale. I met this master trainer in sales, marketing, entrepreneurial spirit and techniques years ago when I was...