E&W announces fee-for-service education workshops

E&W Strategic Partners has announced a series of independently developed workshops aimed at helping financial planners make the transition to fee-for-service.

The three workshops provide hands-on and practical training aimed at helping planners, practice owners and practice development managers design, plan and implement fee-for-service business models, according to E&W.

“We know that many planners have been looking for a deeper level of support in successfully preparing their businesses for fee-for-service and the [Future of Financial Advice] reforms,” said E&W Strategic Partners managing director Lap-Tin Tsun.

The launch includes a new, online version of E&W’s fee-for-service training workshops, the Self-Paced Fee-For-Service for Practitioners Program, which includes interactive webcasts, tools, and assignments.

“The self-paced program is designed specifically to give planners access to the same level of interactive education and personalised support of a face-to-face workshop, but in a cost-effective and easy-to-use format,” said Tsun.

The three courses are the core Fee-For-Service for Practitioners program, available as a two-day course or three four-hour workshops; as well as a half-day course in selling fee-for-service and a two-day workshop for practice managers.

The workshops are eligible for continuing professional development points.