Mr. Lasse Meholm, managing director of FinanceCube is the author of the best selling book ”Investeringsguiden”, published by Hegnar Media in Norway in 2004. This book is a ”how does the financial market work, and what instrument to invest in ?” for Financial Advisers and their clients.
We have worked with Risk Management since 1985 in oil and gas companies like Exxon, Statoil and Norsk Hydro. We have also worked with Risk Management and Value at Risk for a number of Scandinavian banks and Stock Brokers.
Based on this we have a standard 6 hour seminar.
This is an excellent foundation and guide for new employees of Financial Adviser firms and existing clients of Financial Adviser companies.
For further information please download the following:
Sertifisering Finans.pdf (Norwegian)

Availability of this workshop:  Public and In-house
This is done in cooperation with the university BI, of Oslo.
Timing:  Full-day
Schedule: please send an email to lasse(at)financecube.net

Know your client (only in Norwegian).

Combine your clients money with their lifes .
MiFID and new regulation changes over time. The advisory process changes over time and customers demand more information.

This full day seminar will teach you all new regulations and the advisory process, from prospect to “going” customer. How to handle the customer and what information to store.  Under “best practice” we run trough a number of simulated cases and work group studies.
Kjenn din klient - foren dine klienter penger med deres liv.pdf (Norwegian)

Availability of this workshop:  Public and In-house
This is done in cooperation with the university BI, of Oslo.
Timing:  Full-day
Schedule: please send an email to lasse(at)financecube.net

 

 

Maximise Your Online Presence

How to Harness the Internet to find New Clients, New Resources and New Professional Introducers

More and more consumers and investors turn to the Internet first when looking for information on financial matters. 

This means that financial advisers must learn how to become more visible on the world-wide-web.

FinanceCube Academy has the answer, with a powerful workshop that reveals how IFAs can significantly improve their visibility, professional credibility and profitability through more effective use of technology, the Internet and Search Engines. 

Availability of this workshop:  Public and In-house
Timing:  Full or Half-day