- Understand the supervision requirements that apply as per Board Notice 86 of 2018 including Understand the fundamentals of buy-and-sell agreements and their income tax and estate duty implications
- Explain why coaching and mentoring of representatives is required
- Coach using specific techniques and approaches
- Provide feedback and overcome challenges relating to coaching and mentoring
- Conclude a coaching goal and transition the representative
Who should register?
financial advisors, para-planners, business owners