All Articles tagged with 'CPD points'

You are in Posts tagged 'CPD points'

Solving the investor’s dilemma – managing volatility in equities (Part 2)

From Perennial Value

In Part 2, Dan Bosscher, Portfolio Manager at Perennial Value Management discusses the strategies utilised that make it possible to embed risk management within an equity portfolio and how this

continue reading

04 Nov 2014

AdviserLogic Training offers CPD points

From AdviserLogic

Authorised representatives who take part in training for their AdviserLogic software will be eligible for up to four Financial Planning Association (FPA) Continuing Professional Development (CPD) points as of 27

continue reading

04 Nov 2014

When it comes to yield beware of ‘buy and hold’ strategies

Jason Kim, Portfolio Manager and Senior Analyst at Nikko AM Australia explains why ‘buy and hold’ strategies of traditional high-yielding stocks may not be the best investment strategy as Australia’s

continue reading

02 Oct 2014

Best interest duty – business risks in due diligence

From Select Asset Management

Many are familiar with the industry buzz phrase, Operational Due Diligence, although many industry experts prefer the phrase “business risk due diligence” – in either case the review is the

continue reading

28 Aug 2013

The Fold: Helping Advisers Get on with FoFA Business

From The Fold Legal

As the start of the Future of Financial Advice (FoFA) reforms races towards us at headlong speed, there is an upswing in the number of advisers working on changes to

continue reading

19 Jun 2013

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]