If you are having trouble finding new clients then this is the course for you. FA 200 Teaches advisors industry proven methods for successfully identifying, selecting, and approaching prospects for financial products and services. The course covers procedures for creating prospect awareness, target marketing concepts, and prospect qualification and prioritization techniques. Students learn how to overcome the psychological barriers to prospecting and innovative approaches to setting income and activity goals. Strategic, tactical, and operational business planning processes are presented in detail along with effective contact management systems. In addition, practice management concepts, professionalism, and ethics are explored.
Course Format
The course is a moderated course and course format, passing requirements and rules governing moderators are similar to the LUTCF/FSS Programme.
Please note that there is a separate enrolment form for the course.
Also note that the FA 200 course is a stand alone course that does not go towards your LUTCF or FSS designation at the end of the course programmes at this time.
COURSES
