On-going education needs more focus

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With the release of new educational requirements CP 212, Kaplan general manager Brian Knight says it is important that the industry doesn’t forget the need for continued development of existing planners.

“There needs to be as much emphasis on ensuring these planners are on a training journey and just as much focus on them taking the next step – looking at specialist courses, how do they continue to develop their knowledge?”

Knight says that Kaplan has been changing dramatically to keep up with the changing needs of planner education. They have introduced more soft skills training, including client engagement, building a business, and value propositions. Knight says that every course and assessment piece has been re-written.

“All in all, we’re trying to change all of our courses…There’s a range and a raft of learning options no matter where someone’s at in their career journey as a financial adviser or planner.”

Watch Knight’s complete interview with Wealth Professional here.