Building a Sustainable Career in Financial Advice: Skills, Strategy and Growth
The CDI
The CDI

Building a Sustainable Career in Financial Advice: Skills, Strategy and Growth

This webinar is designed to support career development professionals with clear insights into the financial advice profession, highlighting the need for holistic financial advice.

Free for CDI members

Are your clients wanting to develop long trusting relationships, highlight the real value of personalised advice or build a business in the financial advice sector. If they have a client focused mindset, driven to make a personal impact and have empathy to work with a wide range of clients, then this could be an option to explore.

Join us for a webinar where we’ll provide an insight into everything you need to know about the current financial advice sector, how to succeed as a financial adviser, and develop a step by step guide into the profession. By attending this event, you’ll learn how you can support others to:

  • Build confidence in a growing market with high demand for quality, relationship-based advice.
  • Build foundations with qualifications, expert support and an established training programme
  • Launch a career that will give huge potential for growth, client interaction and life flexibility on a daily basis

Craig Townsend is Academy Recruitment Manager - Partnership Recruitment at St. James's Place.

This session supports the following competency area:

•    Career Development Practice
Having any trouble?

Having any trouble?

Do not hesitate to reach out to us anytime.