The Infinitum Initiative is a future-fit business essentials and development programme for financial advisers. The Old Mutual Black Distributors Trust (BDT) has collaborated with Masthead Financial Planning (MFP), to bring this select programme to advisors. It will equip fully qualified black financial advisers with essential skills to start and build their own sustainable, financial planning business.
The two-year programme is designed to help advisors integrate the principles of financial planning and small business, empowering them to respond effectively to regulatory challenges and a changing environment, and run a sustainable business.
Training includes classroom learning, practical on-the-job application and one-on-one coaching, backed up by mentoring from some of the industry’s most experienced and successful advisers. The programme also includes presentations by guest speakers, exclusive events and ongoing assessments.