Practice Management
10-13 October Adviserlink Learning office, 220 Thorndon Quay, Wellington
16-19 October Commodore Hotel, 449 Memorial Avenue, Christchurch

Purpose
The purpose of this course is to provide the skill and knowledge necessary to establish and manage a successful financial practice or small to medium enterprise.

Who should attend this course?

• Do you currently own or are you a shareholder or director in a small to medium business enterprise
• Do you want to know more about the business and professional responsibilities of business owners
• Would you like to implement efficient planning and management strategies in you business
• Would you like to learn sound business principles in marketing, financial management, risk management, and succession planning

Pre requisite/s: Open entry

Content

• Establishing and defining vision, mission and values
• Strategic and business planning
• How businesses operate
• Marketing and marketing plans
• Financial management for small Business
• Business risk management
• Succession planning

Course delivery method: 4 day facilitated course or distance learning

Cost of course: $1200 or $450 for distance learning (incl GST)

CPD/CE Credits: 20 CPD Credits (Technical)

Challenge test: For recognition of current competence - available on application. Please contact us zofia@adviserlink.co.nz