A modular-based training programme
to help you navigate regulatory change

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For business owners, managers and financial advisers. Developed by Old Mutual International in collaboration with our management consultant partners Masthead.

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Our six training modules will help you to build a business that can respond positively to regulatory change and become fit for the future. Each module is broken down into bite-size chunks which take less than 5 minutes each to read. So you can read as much as you want when you want, either online or download the PDF. There is also other material available at the bottom of each module.

Business Planning

Map out a plan of where you are now, where you want to be and the steps for getting there.

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Segment Your Client Base

Shape your proposition by segmenting your client base.

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Investment Planning Process

The solutions you offer are a key element of re-shaping your business model. Could you be spending more time with your clients?

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Profitability Analysis

How can a full analysis of income, expenses and cash flow help to define your new priorities?

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Invest in People

Your people are your most important asset. How do they fit in with your aspirations and your business plan?

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Operational Efficiency

Analysing your processes can help you drive down cost, be more efficient and raise profits.

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