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