Friends Provident International (FPI) has established a financial adviser academy in the UAE as part its strategy to add value for its distribution partners.
FPI chief marketing officer for UAE Philip Cernik said: "The aim of the Academy is to support our advisers’ professional development by sharing the knowledge of the excellent people we have on the ground in the UAE."
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The academy will provide advisers access to a team of specialists who will share their expertise in tax, trust and estate planning, funds and investments and sales training, allowing advisors to develop financial planning solutions for customers.
To certain business partners, the academy will also provide access to the customer insight team, which can assist with quantitative and qualitative insight, analytical models, predictive modelling and data on customer bases.
The academy will soon offer additional support and insight on other areas, such as management consultancy to help advisors to move to more profitable models, FPI said.
As part of the move, FPI has hired several top class specialists in the international financial services market including Scott Hood as FPI’s regional technical manager for the Middle East and Africa, Lina Taher as regional funds and investment manager and Neil Hay as the regional sales training manager.
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By GlobalDataTaher will provide funds and investment training for FPI’s business partners and keep them updated on fund strategy and performance.
In his new role, Hay will look at the impact of regulatory changes on the industry, in the UAE and provide training and co-ordination to key business partners.
