A Guide to effective time management



Effective time management is one of the most important drivers for a successful advisory business. It is also an integral component for ensuring a personal sense of control and well-being concerning one’s business. While time management may appear to be straightforward, it isn’t necessarily easy. Many leaders spend years crafting good time management skills. This short course provides an overview of the key tools, strategies and practices that improve time management and productivity. and seeks to assist financial advisors in developing their capacity to manage their time effectively while increasing their productivity.


Focus Area

  • the importance of time management and its role in ensuring a successful advisory business
  • the different time management tools, strategies and practices
  • how to apply time management tools and strategies to everyday business management.

Who should register?
Financial planners, financial advisors, para-planners and business owners will benefit from enrolling for this course.