Mentoring

No matter how long we have been in the business we all need guidance and support. At CFAN we listen to “your” goals and what you want to achieve for your business and career. Whether that’s as a Senior Adviser or a Manager building your own team. CFAN will provide a personalised coaching and mentoring program to get you there.

WE BUILD TOGETHER

SUPPORT

At CFAN we work together as a team to support each other. As part of the team you have access to our centrally based modern office, office equipment, meeting rooms and car parks. Everyone’s provided with our compliance framework, CRM, client analysis tools including quote monster and our group PI cover. Not to mention the camaraderie of our regular meetings and specialised workshops.

PEACE OF MIND

COMPLIANCE

At CFAN we have a dedicated compliance team that provides one on one training and over-site in the use of our compliance framework. Advisers’ files are audited internally and externally, giving advisers peace of mind that their advice process and documentation meet the latest regulatory standards and deliver the best possible outcomes for their clients.