Assisted Decision Making Capacity Legislation, a CFP® Professional’s Perspective

Thursday 28th of September 2023 @ 08:00 AM

CPD Hours: 1, for live attendance for the duration



Date: Thursday 28th September 2023  |  Time: 8am – 9am  |  Speaker:  John Gill, Matheson

1 remaining



John Gill and Ian O’Mara from Matheson, will consider how the implementation of the 2022 Assisted Decision Making Capacity Act impacts the financial planning process and the practical applications this Act will have on financial planning for your clients going forward. Co-presenter Ian O’Mara consider the implementation of the Act from the regulator’s perspective and updates CFP practitioners may need to make to their financial planning processes.