Back to CPD Courses

Model Office

Online Course

About the CPD Course

This online diagnostic business development assessment platform will benchmark retail financial advice firms against 5 key professional service benchmarks – focus, engagement, promise, systems and people providing insight into these key criteria.

Receive more information

CPD Provider

Engage Insight

Engage Insight

A research and strategic development consultancy focused on professional and financial service firms.
View Profile

Other courses from Engage Insight

Business, Finance, Media Business, Finance, Media

Emotional Intelligence

Engage Insight

This workshop consists of 8 modules examining the importance of emotional intelligence in the workplace.
Course type
Workshop
View course Enquire now
Business, Finance, Media Business, Finance, Media

New Generation Firm

Engage Insight

Client engagement and strategic business development. Critical thinking, client centricity for all levels of engagement, strategic business planning across 5 keys, Model/strategies, customer service proposition, stakeholder engagement, operations and HR
Course type
Workshop
View course Enquire now

Send an enquiry

Use the form below to submit an enquiry to Intellectual Property Office

By submitting this form, you consent to CPD sending you email regarding your application.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply

CPD Subsectors

Customer Services
Financial Advisory
Insurance & Risk
Social Media

Get the latest industry updates

Sign up now to receive the latest updates straight to your inbox

Subscribe

Could your organisation become a CPD provider?

Find out more