Earn CPD Points
CPD: The return of the prodigal product – Credit default swaps explainedBackground One of the downsides of the Global Financial Crisis (GFC) has been the tarnished reputation of certain financial instruments that were developed with good intentions, namely derivatives. While there [...]
CPD: The value of advice – harness your expertiseThe value of advice cannot always be readily quantified. It’s so much more than simply making money for clients, although that is a key factor. Being able to articulate value [...]
CPD: The investment case for global smaller companiesFinancial advisers have long understood the benefits of adding an Australian small cap exposure to a client’s diversified portfolio. Those same benefits apply to global small caps – and on [...]
CPD: Financial Advice Regulatory Digest – through a consumer protection lensIntroduction Along with disclosure, financial literacy, and financial advice, financial services regulation is one of the four accepted pillars of financial consumer protection[1]. Staying abreast – and ideally ahead – [...]
CPD: The ethical consequences of inappropriate adviceThe Australian Financial Complaints Authority (AFCA) has opened a consultation into how it determines compensation for complaints involving financial advisers. A week or two before that announcement was made, AFCA’s [...]
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