Implementing a Fee For Service Model in a Financial Planning Practice
The fee-for-service manual - "Implementing a Fee for Service Model" - was specifically written by CL Whelan and Associates for financial planners to provide practical advice on implementing a fee-for-service model within their practice.
The manual has been accredited by the Financial Planning Association of Australia. Participants who read the manual and complete the exercises will earn 4.0 CPD points.
Specifically you will receive:
- A detailed hardcopy manual with case studies and exercises
- Pricing and monitoring template
- 60 days telephone support
How will our practice benefit from a fee-for-service manual?
The financial planning sector is moving away from commissions and towards a fee-for-service model of charging clients for investment advice. Although the change is gradual, it is being led by some large financial planning groups.
Clients are changing their perception about commissions and demanding more transparency. They want a clear connection between fees charged and service provided. For this reason more financial planners are moving towards a fee-for-service approach.
Your financial planning practice may have already commenced the move towards a fee-for-service pricing model or is considering the move. Our fee-for-service manual will assist in making the transition a lot easier and smoother.
Is there an extract of the Fee for Service Manual?
Yes. Download it here now.
How much will a fee-for-service manual cost?
The all inclusive price for the fee-for-service manual and template is $430 + GST = $473.
Time & Data Management Software Consulting Pty Ltd is approved to sell the “Implementing a Fee-for-Service Model in a Financial Planning Practice manual” by CL Whelan and Associates.
© CL Whelan and Associates Pty ltd (ABN 42 104 969 986). All rights reserved. All content in these materials is owned by CL Whelan and Associates Pty Ltd.
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