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New horizons

As a specialist financial services training provider, we often get asked about programs sponsored by companies working within the financial planing industry.

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Association of Financial Advisers (AFA)

When entering a new industry like financial planning, it is important to ask as many questions and to gain as much valuable wisdom from successful professionals.

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The social media revolution in financial services

Social media programs are being launched by large financial planning dealer groups to help improve the engagement of financial planners with their clients and the community.

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