Advisers are trained to follow the PRISD formula, of advising clients on:
P- Protection issues.
R- Retirement Planning issues
I- Investment issues
S- Savings issues.
D- Debt issues.

Advisers are expected to pass the following internal exams from the “Mondial Academy”:

• An Introduction to Products
• The sales process
• Managing Client Expectations
• The Financial Calculator
• The Investment Blue Book
• Advisers will be expected to pass the following external modules: TO BE ANNOUNCED, LOCAL REGULATORY CHANGES EXPECTED SOON.