Loading Events
  • This event has passed.

February 3, 2021 @ 19:00 - 20:00


Goal-setting for financial professionals in 2021 and beyond

As a financial professional, you have a unique opportunity to make your dreams and aspirations come to life. No matter how new or experienced you are. You have the opportunity to change anything you like, today.

If you would like to set the kind of goals that make big things happen, then join us for this session and be ready for whatever lies ahead.

The environment

The world we live in today moves at a mind-blowing pace. We have more interruptions than ever. Challenges, curve balls, and unforeseen events are at the order of the day.

We need to set new goals in a new way.

Relevant information about the webinar

  • Setting the kind of goals that make big things happen
  • Familiar and new concepts to apply when setting goals
  • How to use business goals and metrics to achieve personal goals
  • How to connect personal goals to business metrics practically
  • How to practically plan for goals (create an action plan)
  • 10 traits and steps to ensure success
  • Financial Advisers, Financial Planners, Financial Coaches;
  • Accountants, tax practitioners;
  • Small Business Owners;
  • Broker Consultants and Account Managers;
  • Para planners;
  • Sales and Branch Managers;
  • Support staff;
  • A yearning to do things better;
  • Be hungry to learn and participate;
  • Growth mindset;
  • Drive to succeed no matter the circumstance;
  • Wednesday 3 February 2021 from 7 PM to 8 PM SA Time
  • Live Online Event
  • Yes.  
  • Will be available on Circulus Online within 48 hours after the live event.
  • You will have to complete an assessment for CPD if you missed the live event. This will be available on Circulus Online.
  • If you registered and paid for the webinar, but missed it, you will receive a code to purchase the recorded webinar on Circulus Online for R 0.
  • Writing pad
  • Pen
  • Laptop or tablet to watch the event on
  • We await approval from our Professional Body.
  • Once off:                      R 295
  • ProfileMe Clients:        R 275

Secure your seat

Limited spots available! Don’t postpone, book now below.


February 3, 2021
19:00 - 20:00
Event Categories:
Event Tags:
, , , , , ,


Online Webinar


Francois du Toit