Understanding the Client’s Business

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Introduction

You cannot advise a client properly if you do not understand how their business really works. This session shows you how to truly understand a client’s business so you can give better advice, reduce risk, and add real value.

Category: Independent Review

Channel 2: Growth


Information

Available from: 15 January 2026, 14:00

Format: Webinar

CPD Units: 2


What will set you apart

By attending this webinar you will gain the following competencies

  • How to understand a client’s business model and how they make money
  • How to identify key risks and problem areas in a client’s business
  • How operations, finance, and compliance link together
  • What questions to ask clients to get the full picture
  • How to spot warning signs before problems arise
  • How better business understanding improves your advice and decisions
  • How this knowledge helps you build stronger client relationships

Certificate

The following event is awarded 2 CPD units in Independent Review.


Presenter

Leana van der Merwe

With 18+ years in accounting and corporate governance, Leana leads technical support at CIBA and is a recognized thought leader in regulatory compliance.


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Support

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Course Content

Zoom Registration


Welcome


Slides


Webinar


Final Quiz – Understanding the Client’s Business

Average Review Score:
★★★★★
WORTHY DOING
★★★★★

This is one of the best Webinars i have done and i see it hits home big time

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Course Content

Zoom Registration
Welcome
Slides
Webinar
Final Quiz – Understanding the Client’s Business