Webinar Series 3: Investment Advice Issues


Date: Thursday, 28th April 2022, 8am – 9am

Speaker: Paul McCarville, Clarus Investment Solutions

Topic: Investment Advice Issues

Paul will look at some of the issues financial planners should be considering, to ensure their investment advice is robust enough. He will cover topics ranging from the use of risk profiling tools and representing risk, to return assumptions and calculators. He will also share his insights and perspectives on bringing sustainability into the investment picture and the depletion of ARFs.

CPD: 1 hour for live attendance

Registered participants will receive an email with a link to access the webinar by COB Wednesday 27th April.

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