Stonehouse Capital Learning Portal
2. Practice Manager: Financial Adviser Onboarding Tutorial
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- Curriculum
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Successful Onboarding is important as it helps new employees and Financial Advisers acclimate to our work environment, integrate into the Stonehouse Capital Culture and become effective contributors in the Company.
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Introduction
FINANCIAL ADVISER: ONBOARDING
MODULE: Introduction
Stonehouse Capital has embarked on a journey to make it as easy as possible to manage your PRACTICE by using PRACTICE MANAGER'S automated advice process.
We have implemented automatic system controls to assist you with completing the advice process and to be fully compliant, without having to apply unnecessary manual steps.
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Tutorial Objectives
FINANCIAL ADVISER: ONBOARDING
MODULE: Tutorial Objectives
By the end of this short tutorial, you will…
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Objective A - Understand the Process -
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Objective B -Understand The Recruitment Pre-Boarding (Steps 1-3)
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Objective C - Know How To Do Onboarding On Practice Manager (Steps 4-7)
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Objective D - Know How To Do The Verification & Compliance (Steps 8 -11)
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Objective E - You Will Be Ready to Proceed to the Appointment Process
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QUIZ: Financial Adviser - OnboardingPurpose of this quiz is to help you better understand the Practice Manager Onboarding Process. -
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Financial Adviser Onboarding Training Manual
The contents of this course, along with all the Intellectual Property, are the property of Stonehouse Capital (Pty) Ltd.