Practice Management

Purpose

The purpose of this course is toprovide the skill and knowledge necessary to establish and manage a successfulfinancial practice or small to medium enterprise.

This is a stand alone course that is part of the nationally recognised New Zealand qualification of the National Certificate in Financial Services (Financial Advice) (Level 5).

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

Learning objectives

After completing this course youwill be able to:

• Develop and implement a comprehensive business plan
• Evaluate and manage the financial needs and performance of a small to medium enterprise
• Develop strategies to mitigate risk
• Estimate profitability
• Establish business operational systems and processes
• Apply effective business management techniques
• Effectively manage staff and the human resource requirements of a business
• Develop and implement marketing strategies through an effective marketing plan

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

Qualification

Upon successful completion of thiscourse, you will receive a Certificate of Competence signifying partial completionof the following NZQA accredited New Zealand qualification, the National Certificate in Financial Services (Financial Advice) (Level 5).

This course is approved by the New Zealand Qualifications Authority(NZQA) under the provisions of the Education Act 1989, and adviserlink is aregistered private training enterprise accredited to teach it.

What next?

• Download registration form (PDF)
• Download printable pamphlet (PDF)

To find out more about our open-entry self-paced distance education or fast-track workshop courses, please call 0800 932 567 or email training@adviserlink.co.nz