Ecsponent Ecsponent 2019 IFA Training Programme

Join us and earn up to 6 CPD or learner points

Ecsponent Financial Services, in association with The Forward Institute of Excellence and as Corporate Partner of the Financial Planning Institute (FPI), are hosting training sessions in several major cities and you are invited to attend at the venue closest to you.

 

 

Class of business training

Class of Business training refers to generic knowledge relevant to a particular product market and business sector. The competency requirements, as set out in the FAIS Act (BN 194 of 2017), compel financial services providers, key individuals and representatives, to complete class of business training.

 

Register as an Affiliate Member and earn 45 CPD points for the next year’s cycle

The Financial Planning Institute (FPI) is offering all attendees the opportunity to register as an Affiliate Member of the FPI. In addition to multiple benefits, this membership will give you access to 30 webinars with the potential of earning 45 CPD points in the next year.

Do not miss out on this opportunity to earn CPD points, complete your class of business training and learn more about Ecsponent’s innovative investment and life productsAttendance is free, but due to space limitations, your attendance must please be confirmed by 24 May 2019.

 

Agenda (subject to change)

10:30           Arrival, registration and refreshments

11:00           Class of business (CoB) training presented by Eugene Vermeulen of the Forward Institute of Excellence

12:30           Lunch

13:15           Ecsponent product roadmap

14:00           Product-specific training

15:45           Questions and wrap-up

16:00           Ends. Everyone invited to stay for the Ecsponent 2019 National Roadshow – follow this link for more information

 

Dates and cities

28 May          George

29 May          Port Elizabeth

30 May          Somerset West

4 June           Bloemfontein

5 June           Umhlanga

6 June           Pretoria

 

We look forward to seeing you there. Please RSVP here.

Thank you for registering.