Building your Virtual Practice

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Financial Planning Standards Board Ltd. (FPSB) hosted a complementary live webinar for the global community of CFP® professionals.

The webinar features an in-depth discussion on building a virtual practice with Australia’s Adele Martin, CFP®, held on the 22nd September 2020.

In the session, Adele shares her experience with operating a virtual practice, including:

  • Exploring tools that will help financial planning professionals set up and run a virtual practice
  • Examining how to maintain and build client relationships in a virtual environment
  • Evaluating the role of technology in a virtual financial planning practice

Visit this link to watch the event.  (This business value event does not qualify for CPD hours)

 

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