Practice Management & Marketing Support

2020 Master Practitioner Manual 
You will receive a wide-range of practice management tools, marketing materials, and methodologies for offering added-value, Type 2 services to your clients. Click here for the full list of tools you will receive. 

Members Newsletter
You will also receive regular correspondence through our e-newsletters, packed full with useful practice management and marketing ideas. Members are also encouraged to pose questions in the Q&A section of the website, where answers and features are made within the newsletters.

2020 Audio Series
Members receive a complimentary copy of the 2020 Audio Series. This consists of a succession of audio CDs with Chris Frederiksen, Gordon Gilchrist and Ian Fletcher on practice management, marketing and other issues. CDs are dispatched to members at regular intervals. Click here for the full list of the audio CDs.

Telephone/Email Support
We act as a resource to your practice and encourage you to call us with questions and requests. Over the years, the 2020 Membership Group has become highly collegial, and members are generally more than willing to share information with each other. 

Group Professional Indemnity Scheme 
We have arranged with the country's leading provider, Lockton (formerly Alexander Forbes), to offer 2020 Members extremely favourable rates. Click here to download a flyer with further details. 

Affinity Arrangements 
We have established various affinity relationships for our members, including discounts on various products and services, from office stationery to office supplies, to courier services and car rentals. 

2020 Compliance and Quality Review Programme 
Members have direct access to external compliance reviews performed by highly experienced reviewers from around the country. The 2020 Compliance and Quality Review Programme covers Practice Assurance, Money Laundering (POCA), Client Money Regulations, Audit, DPB and Insolvency. Click here to download a flyer containing further details.

"The latest CD on Financial Services is excellent and has made me think about the exam for the Financial Advisor. Please pass on my congratulations to Chris and Ian, superb job and I look forward to the next." Paul Gosling, PTG Taxation

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