Author Archives: Stuart Brown
We have digital business consulting
100 Hours of Structured Training focusing on the soft skills, systems, processes and knowledge to be a compliant and proficient Financial Planner.
The Advice Process – the steps, tasks, templates, skills and knowledge required to complete the research and write the Statement of Advice, with a compliance overlay.
The steps, tasks, templates, skills and knowledge required to complete the Financial Planning process for a client from start to finish with a compliance overlay.