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
Superannuation the Gateway to Financial Advice
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.
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.