The Association for Savings and Investments (ASISA), in partnership with leading investment managers, is proud to announce the launch of their next IFA Development Programme, kicking off in March 2025.
The IFA Development Programme offers strategic business support for sustainable growth and long-term success, overcoming growth barriers and is fully sponsored with no fees for participants. Apply now to build long-term business value!
Key benefits of participation
Business Diagnostic Assessment:
Receive a personalized assessment to identify your business’s strengths and areas for growth.
Customized Growth Plan:
Develop a detailed growth roadmap tailored to your business’s unique needs, covering sales, operations, finance, and people management.
One-on-One Mentorship:
Monthly virtual sessions offering up to six hours of customized mentorship to address specific business challenges.
Specialist Projects:
Gain hands-on support in implementing targeted projects like CRM development, website creation, or financial management systems, facilitated by expert service providers.
Core Learning Modules:
Participate in six interactive workshops focusing on:
- Building Business Value: Understanding core drivers of value.
- Client Management: Enhancing client retention and satisfaction.
- Marketing and Branding: Effective strategies to boost visibility.
- Systematisation and Technology: Leveraging tools for efficiency.
- People and Culture: Fostering a productive team.
- Sustainability and Succession Planning: Preparing for long-term growth.
Application process and details
Eligibility Criteria:
- Must be an established Independent Financial Advisor (IFA) based in South Africa.
- Must be 51%+ black owned.
- Should have the capacity to commit to the programme’s learning and mentorship components.
How to Apply:
- Attend an initial information session to learn more about the programme. Information sessions are scheduled for 20 January and 22 January 2025.
- We will send you a link to the application portal.
- Complete the application form by 31 January 2025.
Contact information and support
For more details, reach out to: dmadabi@edgegrowth.com
Key Dates:
- Information Sessions: 20 January and 22 January 2025
- Application Period: Opens 01 December 2024 and closes 31 January 2025
- Selection Notification: Successful applicants will be notified via email by 19 February 2025.
Testimonials and impact achieved
Testimonial from a past participant:
The mentorship and tailored support transformed the way I approach my business, resulting in increased growth and client satisfaction.
– 2023 Participant
Programme achievements:
- Over 30 job creations and a success rate of 85% among past participants.
- Over 240 black owned IFA businesses have been impacted by the programme.
- Numerous IFAs improved their operations and sustained long-term business growth through the programme.
Join us in shaping the future of financial advising. Apply now and become part of a community committed to professional excellence and impactful growth.
