OMW Investment Implementation
In addition to the online investment implementation training program, we also offer a half day workshop for financial planners.
The aim of the workshop is to assist planners make use of the Old Mutual Wealth platform.
Once you have attended this workshop, you will:
- Have an understanding of the Old Mutual Wealth investment philosophy.
- Know more about using OMW funds and investment strategies.
- Have a practical insight into placing investments on the Old Mutual Wealth platform.
- Be able to use the Old Mutual Wealth calculators designed to address specific client investment needs.
Duration: 4 hours
CPD points: 4
Click here to contact us and we will advise you of the next workshop to be held in your area.