InPractice: Two birds with one stone

Webinar

Information for advice professionals only.

For practices yet to incorporate managed accounts into their suite of offerings, the question is no longer why would you include them, but rather why not?  In this BT InPractice series, we will explore the impact of managed accounts on practice compliance, commerciality, and client outcomes.

  • 24 May 2022 - Two birds with one stone: can managed accounts help with compliance as well as efficiency?

CPD Accredited - Watch now

 

CPD ASIC Areas

ASIC Generic Knowledge = 0.25
ASIC Managed Investments = 0.5
ASIC Financial Planning = 0.2

CPD FASEA Areas

FASEA General = 0.25
FASEA Regulatory compliance and consumer protection = 0.5
FASEA Professionalism and ethics = 0.25

 

 

 

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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.