AGBA National Conference “Bringing It All Together” / Past Event

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LEARNING OUTCOMES

  • Clearly define and understand what goals-based advice is and what makes it different.
  • A deep and practical understanding of relevance of investment strategies in a goals-based investment portfolio.
  • Portfolio construction methodologies in a goals-based investment solution.
  • Compliance and governance
  • Risk monitoring
  • Client communication
  • Adviser/AFSL case studies
  • 6.5-7 CPD hours