TrustTech Advisory Course offers expert training and tools to enable financial professionals to enhance their Financial Advisory work.
As a financial advisor, you are entrusted with the task of helping your clients to preserve, accumulate, and manage their wealth – so that they can leave a legacy for their loved ones after they are gone. Trusts and Estate Planning is an emerging area of opportunity that you could tap into as part of your value proposition to your clients.
TrustTech also provides complimentary corporate seminars for companies who are keen to value-add to their employees. Contents and duration of the seminar can be custom-made to suit the demographics and needs of your staff.
At TrustTech, we are supportive of financial planning practitioners who are eager to upgrade their practice to better serve their clients. As such we offer a promotion specially catered to financial advisors. If you’ll like to find out more about this offer, or for more information on the available course/upcoming course dates,
contact us at:
Or fill in the form below: