Information for advice professionals only.
Commentary that accompanies the FASEA Code of Ethics states that the standards should not be read in isolation. However, that is quite difficult during the time of COVD-19 when isolation is forced upon us all to some degree. Although, changed working arrangements may actually have assisted in some aspects with interpreting and understanding the intent of the Code, as well as uncovering alternative ways to demonstrate compliance. With the use of examples to illustrate, Bryan Ashenden will present some ethical situations for consideration and explore what options could be considered.
(Episode 3)
CPD ASIC Areas
ASIC Financial Planning = 0.75
ASIC Skill Requirements = 0.25
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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.
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