This module provides a detailed insight into Old Mutual Wealth’s Fiduciary Services offering and how to integrate the proposition into the financial planning process for the purpose of managing inter-generational wealth. This offering does not only provide critical solutions to clients’ needs, but also creates additional opportunities for financial planners.
Our philosophy is one of partnership with financial planners and legal advisers, extending the services that they currently render to their clients.
You are able to earn 2.5 CPD points (Online programme) by completing the assessment at the end of the module.
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