“The days of poring over complex, outdated textbooks are behind us,” – Carmen Venter, Director at Synergia Learning.
FinDotNews, a leader in automated client communication for financial advisors, has partnered with Synergia Learning, South Africa’s premier training platform for aspiring Certified Financial Planners and Fiduciary specialists. The partnership aims to modernize and enhance the learning experience for financial professionals through easily digestible, high-quality content.
FinDotNews has built a strong reputation for its ready-to-use, compliance-friendly articles that help financial advisors educate and retain their clients. Now, this rich library of professional content will be made available to Synergia Learning’s student community.
“The days of poring over complex, outdated textbooks are behind us,” said Carmen Venter, Director at Synergia Learning. “Our students are hungry for concise, practical material to apply and discuss in real-time. FinDotNews delivers exactly that.”
The nitty gritty
This content-sharing initiative will give Synergia learners access to expertly written articles on relevant topics such as retirement planning, fiduciary responsibilities, investment strategies, and more. These articles will serve as springboards for discussion, creating a more interactive and collaborative learning environment.
“Through this partnership, we’re not just providing content – we’re fuelling conversation, curiosity, and career growth,” said Paddy Crook, Managing Director of FinDotNews. “By aligning with Synergia, we’re contributing to the development of the financial leaders of tomorrow.”
Onwards and upwards
As the financial services industry evolves, FinDotNews and Synergia Learning are showing their willingness to embrace the future wholeheartedly. “We’ve always been about leveraging the power of technology to make financial marketing easier,” says Paddy Crook. “When we work with established practices this often involves overhauling existing systems, so it’s really exciting to work with professionals who are just getting going.”
For financial advisors, starting out with an automated marketing solution can save a lot of time and hassle down the road. Instead of patching automation into an existing strategy, you’re building a solid, streamlined system right from the get-go. That means your emails, social posts, and client touchpoints are consistent, professional, and running on autopilot while you focus on what you do best: serving your clients.
“It’s great to have found a likeminded partner in FinDotNews,” says Carmen Venter. “As an entirely independent training provider I’m not obliged to use content from any particular university or professional body. Instead, I can choose the best of the best.”
About Synergia Learning
Synergia Learning is all about assisting financial and fiduciary planners to obtain the knowledge and skills required to comfortably navigate the most complex financial management strategies. Established by Carmen Venter in 2009, Synergia Learning has become South Africa’s leading independent trainer for aspiring CFP® and FPSA® professionals. The firm also offers accredited CPD training.
For more information, please contact:
Linda Graham
Partner & Marketing Manager
linda@dotnews.co.za
www.findotnews.co.za