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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