4. Practice Manager: Introduction to the Advice Process: Lead Process

The Introduction to the Advice Process, starting with the lead process, is a critical step in ensuring compliance with the Financial Advisory and Intermediary Services (FAIS) Act and laying the groundwork for effective financial advice delivery. This training provides a brief understanding of the FAIS Act and guides Advisers through the lead generation process, preparing them to initiate the advice process seamlessly.




The lead process encompasses both manual and automated Practice Manager approaches.