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Overview


Multi-Step Financial Advice Processes

2019-063
CPD Points: 1.00
Duration: 1 hr
$89.00 +GST Retail
$74.00 +GST Learning Partner
Registration Closed

Event Detail

We often hear talk about 6 or 7 step advice processes but what does this actually mean?  There are various versions of what constitutes a proper financial advice process and whether such processes should always be used in the provision of all forms of financial advice process, including insurance broking.

Trevor Slater has provided many advice process reviews and in this webinar will discuss some of the steps you should consider doing and why.  He will also touch on examples of poor processes and good ones and the ramifications of both for the advisers involved.

With the advent on the new legislation and the move away from RFA and AFA status and the new Code of Conduct this is a webinar relevant to all financial advisers and brokers.
 

All Coming Instances

10:30a.m. - 11:30a.m., Wed, 24 Jul 2019
Registrations Close: 23 July 2019
Class Limit: 50
Presenter: Trevor Slater
Venue:
Online: For those using webinar the webinar link will be sent the day prior.
Registration Closed
 

Terms and Conditions

Discounts are available for group bookings.  Please enquire. 

The running of this workshop is subject to minimum attendees. 

No refund will be given if you do not notify us prior to the start of the event.

Full terms and conditions are available here
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