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Managing Financial Advisors


What is MFA

This three-day programme provides those who manage financial advisors or planners with the background, skills, and techniques they need to develop successful practitioners.  It also helps advisors to become client-centered, build marketing plans, and apply fact-finding skills.


Who should enroll?

All field managers qualify to attend the MFA


What are the benefits of the MFA?

After completing the course, you will be able to achieve the following:

  1. Identify the changes in the business environment that will impact your agency
  2. Plan your agency for Financial Services
  3. Develop new 21st century recruiting and selection plans for your agency
  4. Instill proper ethics in your advisors
  5. Understand education, retirement, and estate planning principle


MFA Topics

The Need for Financial Planning

21st Century Recruiting and Selection

Ethics and Compliance