Emerging Opportunities for Independent Financial Advisors & How to Make The Most Of ITIMS Proschool
We can design and deliver programs based on your specific requirements. While developing the content we keep in mind your business needs, the profile of participants and the market place they operate in. The case studies, the training material and the delivery are customized to suit your requirements to ensure relevance and interest for the participants. Sessions involve participant’s interactions via role plays, presentations thereby encouraging the participants to apply their learning in a simulated environment.
* Financial products distribution- the past, present & future
* SWOT analysis for independent financial advisors and identifying opportunities.
* The Financial Planning Process
* The Customer Financial Data Analysis
* Understanding marketing techniques and tools for enhanced revenue generation
* Adapting technology to improve sales efficiency
* Global trends that IFA's must know