Duration: 60 minutes CPD Area: Client care and practice Soft skills are essential for successfully implementing risk advice – if a client doesn’t proceed with your advice, both time and […]
Duration: 60 minutes CPD Area: Professionalism & Ethics In 2019, the Financial Planners and Advisers Code of Ethics set out various principles to govern financial advice. The question is: how […]
Duration: 60 minutes CPD Area: Professionalism & Ethics Join Phil Anderson, Head of Policy FAAA, as he discusses the current state of the Code of Ethics, and its future evolution in […]
Duration: 60 minutes CPD Area: Professionalism & Ethics Introduced in 2019, the Code of Ethics has now started being formally enforced by the Financial Services and Credit Panel (FSCP). Join […]
Duration: 60 minutes CPD Area: Client Care & Practice Financial advice is an ongoing relationship, with maximum value being attained through the provision of continued advice over time. Effective risk […]
Duration: 60 minutes CPD Area: Client Care & Practice Over $3 trillion worth of wealth is expected to be transferred from baby boomers to younger generations in the coming years. […]
Duration: 30 minutes CPD Area: Client Care & Practice Join us for an insightful session covering the unique features of the MLC Life Insurance product suite and its strategic applications […]
Duration: 60 minutes CPD Area: Client Care & Practice Most Australians hold some form of life insurance through their super. But group insurance can be a very different product to […]
Duration: 60 minutes CPD Area: Client Care & Practice and Technical As the disability landscape evolves, risk advice must continue to consider product design and appropriate coverage amounts in assessing […]
Duration: 60 minutes CPD Area: Client Care & Practice and Technical What does disability protection look like outside of Australia? And how can we in the industry ensure we’re providing […]
Duration: 30 minutes CPD Area: Client Care & Practice Clients are looking to get more value from their insurance products – so, how can we help? Find out about the […]
Duration: 60 minutes CPD Area: Client Care & Practice and Technical The truest measure of an insurer is how it supports its clients come claim time. So, how do we […]
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