Strategic Outsource Solutions can provide a range of education and training options specifically designed for individuals or groups.
- Professional Development Day Presentations
- Responsible Manager Training
- TASA Training
- Practice Management – business operations
- Hands on process to create an SOA: How and what needs to be done
- Practical Paraplanning Training
- Compliance training
- CVP Workshops (Client Value Proposition)
- Soft Skills packages
- Strategy Workshops
- Technical training: SMSF, all ADFS subjects and RG146
- Leadership and mentoring programs for Practice Managers.
We anticipate and respond to industry developments, particularly in the regulatory environment .
With financial services regulations ever changing, we assist professionals to remain current and compliant.