Webinars
Earn CPD Points
This series of webinars is hosted by Glenis Phillips SF FIN, Designer of Financial Mappers.
These webinars are available ON DEMAND and earn CPD points.
CPD Accreditation (1-CPD Point): FPA and AFA
FINSIA will accept one of these certificates for accreditation
Webinar 01
What makes good cash flow modelling software?
Watch a detailed presentation of good cash flow modelling software and then listen to Glenis Phillips discuss the essential features to look for when choosing cash flow modelling software.
See how cash flow modelling software can improve practice efficiencies by reducing planning time and increase client engagement.
Webinar 02
Better Client Engagement
Follow recent research on how to improve your client engagement. Explore new options on how to improve client engagement, while making your practice more efficient.