The Business Assessment is an online tool available to Partner financial planning practices.
It enables practices to assess their businesses based on best business principles in the following 6 areas:
- Strategy implementation
- Business management
- People management
- Financial planning
- Resource management
- Client management.
As soon as you’ve completed the analysis, you will receive a detailed report that benchmarks your responses against those of similar practices as well as brief recommendations. In addition, we provide you with an overview of how your practice measures up against the 6 TCF outcomes as well as identified drivers of capital value.
You will receive 3 CPD points (Knowledge) on completion of the business assessment.
If you are a Partner practice, speak to your business or practice consultant to get a licence or contact us at firstname.lastname@example.org.