Information for advice professionals only.
Not hypotheticals based on imagined scenarios, but real life ethical dilemmas. In this session, we will explore a range of ethical dilemmas that currently face the financial planning profession, many of which are not restricted to financial planners themselves in your everyday decision making. Whilst not promising any answers, we will look at these issues from a range of perspectives to understand challenges we all face.
CPD Accredited - Watch now
Take the next steps
-
Explore BT Panorama
Increase efficiency and client value with online consent, our award winning mobile app and more.
-
We're here to help
Speak to a BDM or
call 1300 784 207
A little bit of everything
Is it back to the future for advice?
Indexation considerations and preparation
This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.
The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.