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December 2018
Know the Code
This webcast is specifically targeted for Members who are AFAs. If you a Member who is an RFA please attend the webcast on 6 December at 11am.
Find out more »“Know Your Client” Edge – Lessons from Value Proposition Trail
How are you evolving your advice value proposition to stay ahead? Leading planners are using deeper client knowledge to blaze new trails in creating value for their clients. To find out more and register click here
Find out more »Know the (new) Code – for RFAs
This webcast is specifically targeted for Members who are RFAs. If you a Member who is an AFA please attend the webcast on 5 December at 11am Andrew will take you through the new (draft) Financial Advice Code and how your obligations as a future ‘Financial Adviser’ will differ somewhat from your obligations under the Financial Advisers Act. To find out more and register click here.
Find out more »January 2019
Banks – Lending Criteria 2019 – Update
Wondering about any changes to lending criteria this year? Angi Mann talks to the big four banks about any changes in lending criteria for 2019 and what to prepare for. This is an interactive webcast - and you will be able to ask questions of the panelists. To find out more and register click here.
Find out more »Perspectives on Market Volatility
While market volatility can create anxiety for some, reacting emotionally and changing long-term investment strategies in response to short-term declines could prove more harmful than good. Please join us for a webcast with Tom Fellowes, Regional Director, to provide perspectives on capital markets, previous market declines, volatility, and the importance of investor discipline. To find out more and register click here
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