🎦Format
Online event hosted on Zoom. Access details will be sent by email to registered participants the day before the event.
📝What will we cover?
The talk will explore a range of issues which impact on investment recommendations. Drawing on deep expertise in investment markets and of advice processes, the session will offer practical advice on how to improve long-term outcomes.
🙋♂️Who should attend?
CFP® professionals who want to strengthen their approach to investment decision-making, risk profiling and governance, and deliver better long-term outcomes for clients.
