Course curriculum

    1. How to Use This Course

    1. Onboarding with Finsure & FBAA/ MFAA

    2. Following the Onboarding Checklist

    3. FAQ + Other Items

    1. Basic Items to Organise

    1. Next Step - Building The Plan

    2. Broking Business Plan

    3. Refining the 'Sandpit'

    4. Refining the Marketing Strategy

    5. Refining the Sales Process

    6. Cash Flow & Forecasting

    7. Pulling it All Together

    8. Tools | Templates | Resources

    1. Onboarding is Complete

About this course

  • Free
  • 14 lessons
  • 3.5 hours of video content

Discover your potential, starting today