SERVICE MENU
AFSL SOLUTIONS SOA Prevetting
Responsible Manager
Investment committee representation
Board of advice
Review of registers (and establishing new ones)
Training AR and non AR staff
Establishing AR procedures
Ongoing training
File review process
EDUCATION & TRAINING Professional Development Presentations
RM Training
TASA Training
INFO 216 sessions and webinars
Paraplanning Course
CVP Workshops (Client Value Propositions)
Soft Skills packages
Business Reviews
Strategy Workshops
Herrmann Brain team workshops
Leadership and Mentoring programs (Practice Managers)
PRACTICE MANAGEMENT
Business Health checks
Marketing plans
Presentation and Sales skills
Activity plans
Process Improvementstrategies
Business planning
HR SUPPORT
HR Process Audit & Report
WHS Audit and analysis
HR Policy & Procedure Manual (ready for customisation)
HR General document package
HR Consulting (ad hoc or projects)
Ongoing HR Support package
Performance Review process
Recruitment process support