Policy and Procedure Writing

2.5 CPD

R244.34

This course is designed to teach the learner about the importance of having well written policies and procedures in place within the business.  It demonstrates the advantages and benefits that are derived from such policies and procedures but, more importantly, it assists the learner on how to write effective policies and procedures.

Description

Focus Area

  • Understand the need for policies and the importance thereof.
  • Learn how to write effective policies.  Understand what policy and the difference between a policy and a procedure.
  • Understand the need for procedures and the importance thereof.  Know the difference between a policy and a procedure.
  • Learn how to write effective and easily understood procedures.  Know the difference between a procedure and a process as well as the difference between a process and a work instruction.

Who should register?

Financial advisors

CPD information

2.5