TRAINING

Tackling The Fee-For-Service Challenge

Whether you are a principal of an independent practice or a planner in a national dealer group, the Future of Financial Advice reforms will mean significant changes in the way you have to conduct your business in the future.

From fee-for-service to opt-in, at stake is the very existence of your practice – its income, profitability, and equity – as well as the livelihoods of you and the other financial planning professionals you work with.

With the July 1st, 2012 deadline approaching at rapid pace, it is absolutely vital that you arm yourself with the right level of education, knowledge and tools to face these challenges and protect the profitability of your business.

The Fee-For-Service Education Series

The Fee-For-Service Education Series has been developed by E&W Strategic Partners for Financial Planners, Principals, and Practice Managers as a quality and independent source of education and knowledge on how to successfully redesign and rebuild your practice to protect and retain the profitability and value of your business in a Fee-for-Service environment.

As authors of the Financial Planning Association-accredited text – The Fee-For-Service Handbook – the Fee-For-Service Education Series combines E&W’s methodologies, expertise and experience to bring a qualified, accessible, independent and personalised training experience to Financial Planners, Principals, and Practice Managers who want to successfully future-proof their practices for financial planning in the new world.

Our workshops run regularly throughout the year. You can download our Public Course Schedule for 2011 here.

What’s Offered in the Fee-For-Service Education Series?

The Fee-For-Service Education Series consists of three programs to suit a range of requirements.

• Successfully Selling Fee-For-Service
• Fee-For-Service for Practitioners
• Fee-For-Service for Practice Managers

If you wish to find out more about any of our workshops or our training schedule, or to discuss your specific training requirements, please Contact Us to speak with one of our consultants.

Why Choose Our Training Programs?

As one of the few organisations in Australia specialising in fee-for-service for financial planners, we offer an independent source of quality advice and education for financial planners wishing to develop a genuinely profitable and sustainable Fee-For-Service practice for the long term.

All of our programs use our own in-house methodologies and intellectual property, ensuring that our education is free of conflict and “hidden agendas”, and teaches planners a flexible and unbiased approach to developing a robust fee-for-service solution for their business.

E&W Strategic Partners has on staff a qualified and accredited trainer, Ian McKneil (Cert IV Training & Assessment), ensuring that our programs are designed and delivered to achieve quality and professional learning outcomes for our students.

With our depth of knowledge and expertise, we can also offer a flexible range of training options, from in-house to customised programs to suit different requirements and budgets. Please speak with us to find out more.