SFM offers training services and has a dedicated department within the SFM Group. Since its inception in 1997 SFM Group Training Services has built relationships and experience with over 50 financial institutions and delivered over 3000 training sessions. SFM Group Training Services offers a range of training products to meet with the demands of all financial institutions and networks:
The SFM Group offers intensive seminars for its clients along with a host of many other kinds of training courses such as support by coaching, servicing support, product trainings and, of course, special training courses. Also we offer a consultancy service to our clients.
Through our two to five day tailor-made training seminars we can provide intensive training for our clients focusing on such matters as financial advisory services for retail clients and practical case studies, etc.
Our training team offers the best training course for standardised procedures for running and controlling effective sales, including introductory seminars and seminars with focus on individual coaching (personal, telephonic …). Training also emphasizes on interaction, role playing, and motivation. Included in the training are monitoring and feedback to ensure the participants get the best out of the training.
These training courses ensure the client can provide world class service support and focuses on very effective seminars in areas such as Effective procedures for servicing and monitoring sales; Focus on post-sale opportunities e.g. up-sell and cross-sell; Realising the importance and benefits of client management over account management. Also the very worthwhile seminar “Coaching the ‚value of CRM‘ “ is on offer and is highly valued by our clients.
Our professional training team provides extensive product training for existing distribution channels; Technical products description; Sales arguments; Administration as well as Servicing.
SFM Group also offers Special training courses, which focus on improving special skills or tailor made programmes containing Individual content. Furthermore training is offered for those who by law need to be licensed (e.g. CZ – §45a Securities Act).