2 events found.
Events for September 21, '20
Yes I can…or maybe not! Navigating a practical understanding of ethics for advice solutions
Presenter: Louise Biti CFP®, Director, Aged Care Steps Many financial advisers deal with ageing clients or clients who present with complex family needs. This session brings the FASEA Code of Ethics to life when working with vulnerable clients, including those who lack capacity, have special needs or are experiencing major life upheavals. This session will
From: $199
FPA Virtual Congress 2020 – The FASEA code of ethics in practice – 4
Uncovering the value of financial planning advice These extraordinary times have shone a spotlight on the value of financial planning advice and the role that financial planners play in improving the lives of clients. The Keynote Event is set to showcase and celebrate this. Open to everyone and complimentary. The FASEA code of ethics in
Free with Congress registration