Dear Wizard Learner
This news item covers two items that I hope you will find of benefit.
Consumer guide to adviser qualifications
When talking to clients, have you ever found it hard to explain your qualifications without using up large part of the meeting?
We are pleased to announce that in association with financial adviser search engine Rubii.co.uk we have prepared a "Consumer guide to financial planning qualifications".
Aimed primarily at members of the public, although also useful for finance professionals researching exams available, it explains in simple terms the categories of adviser qualifications from basic certificate through to advanced level. It also details many of the specialist qualifications that advisers take in order to advise in certain specialist areas.
By contrasting adviser qualifications with other academic qualifications it helps consumers understand the knowledge levels that advisers have obtained and the work that has been carried out to achieve these qualifications.
We are delighted to say that we have made this guide available free by clicking here>>> it is also available on Rubii.co.uk.
More about Rubii
Registering on Rubii is free, and enables advisers to create the most detailed profile of their services on the web, and promote themselves to consumers, potentially attracting unique to one new business introductions from clients who have actively decided to contact them. You can register here>>
easyTCF from The GI Consultant
Advisers including those who have used Wizard Learning's TCF online training will be very interested in the benefits of this feedback tool which we recommend thay you try.
Client feedback made easy
Easy for your clients: Quick to complete, no essays to write, in their own time
Easy for you: Monthly reporting is done for you, you don’t have to think of questions, flexible - if you want more just contact EasyTCF
Just go to www.easytcf.co.uk for a free 30 day trial.
easyTCF is the most cost effective and un-intrusive way of gaining the client feedback you need to address those elusive outcomes.
Questions are designed to find out the things that only your clients can tell you. These questions will also alert the client to important points so that you find out before it’s too late if something is misunderstood. The areas covered include: Initial disclosure, duty of disclosure, product understanding, perception of fair treatment, service.
Yes, easyTCF can prove your effectiveness in each of the above categories, report for you and hopefully net you some nice testimonials along the way.
There are two options – one for financial advisers and mortgage brokers plus one for general brokers.
If you’ve got any queries please e-mail Karen Malin from The GI Consultant direct at firstname.lastname@example.org.
Winner of the Best Online Educational Initiative at the November 2008 Online Finance Awards
Wizard Learning is run by Mike Goldsmith a Chartered Financial Planner in association with a team of highly qualified, industry experienced individuals in order to assist finance professionals pass industry exams and help meet their CPD requirements.
Contact us if you have any comments or questions.