Insights

Webinar: Learn From A US Adviser Implementing ETF Model Portfolios


Model portfolios can help financial advisers navigate tumultuous market conditions, leaving them with more time to engage with clients and better manage their business.
 
Listen to our webinar replay and hear a US-based Adviser and founder of Elevant Wealth, Brian Scott, as he discusses his journey in implementing model portfolios in his practice, the lessons learnt and the value added to clients.
 
The discussion will feature:

  • A look at how model portfolios have helped advisers navigate recent market events, as well as the benefits of model portfolio adoption
  • Trends of the US model portfolio industry
  • A framework for model portfolio due diligence
  • Best practices on how to implement model portfolios into your practice

This webcast is accredited for 1.00 CPD hour by the Financial Planning Association of Australia. Your certificate will be automatically issued at the completion of the webinar. Accreditation breakdown is as follows:

ASIC Knowledge Requirements:
ASIC Financial Planning (0.50 hours)
ASIC Generic Knowledge (0.25 hours)
ASIC Managed Investments (0.25 hours)
 
FASEA CPD Area:
FASEA Client Care and Practice (0.50 hours)
FASEA Technical Competence (0.25 hours)
FASEA General (0.25 hours)
 
FPA accreditation No.: 22821
Total CPD: 1.00 hour