Courses Available

The insight program is a two day introductory course pitched at individuals with a keen interest in the financial services industry but unsure of which direction to take.

The event features informative presentations from each department within the company and is designed to give attendees an insight into Professional Investment Services and to showcase the financial services industry as a whole.

The event includes a karaoke dinner where attendees can mingle with the other guests, managers and representatives from Professional Investment Services which will heighten the learning experience.

To register your details for the next course, please email Cassie Gavin.

The course is designed for those students or paraplanners who have nil to three months experience and have commenced their RG146 studies. The course encourages the attendees to apply the knowledge gained through RG146 studies and deepen their understanding of how to put together a comprehensive Statement of Advice.

In conjunction, the course includes a series of workshops to educate attendees on how to submit a commission lodgement form, how to organise client seminars and valuable strategies to assist with making client contact.

Attendees will be given the opportunity to tweak their communication and presentation skills to enable clear expression of recommendations to prospective clients.

To register your details for the next course, please email Cassie Gavin.