Sponsored Online Education: Maximizer CRM — A Personal Branding Tool
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
Building a positive personal brand image is a way to stand out from the crowd, reflect your values, personality and expertise, and increase your credibility by providing exceptional client experience. Join this webinar to gain insight into leveraging Maximizer CRM to develop and manage your personal brand and client experience.
Attendees will learn:
Vivek Thomas is responsible for the strategic and operational management of Maximizer Software Inc. and its subsidiaries that represent Maximizer CRM globally. An industry veteran with more than 18 years of experience, he brings global management and business development experience to the role, having lived and worked in North America, UK, France, South Africa and the Middle East.