Webinars

 

 

 

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 03

Superannuation the Gateway to Financial Advice

 

 

 

superannuation

This webinar is intended to demonstrate how Financial Advisers can engage with new clients using Superannuation as the topic of interest.  The focus will be on reaching consumers that ASIC believes have unmet advice needs.

 

The webinars (below) have passed the expiry date for earning CPD points.

 


 

 

Webinar 01

What makes good cash flow modelling software?

 

 

 

Cash flow modelling software for financial planning

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.

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