All Articles tagged with 'CPD'

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Professional ethics #2

From Raymond Griffin - AdviserVoice

Welcome to Part 2 of our mini-series on professional ethics in practice in which we’re exploring ethical dilemmas for financial advisers based on real life situations. In Part 2, Ray

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08 Jul 2013

Professional ethics #1

From Raymond Griffin - AdviserVoice

Welcome to the first of a 3-part CPD mini-series from AdviserVoice’s Ray Griffin. In this series Ray focuses on professional ethics and how, in day-to-day practice, you might deal with

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11 Jun 2013

Top down asset allocation in 2013 #2

From Raymond Griffin - AdviserVoice

In Part 1 of his CPD paper on asset allocation modeling, Ray Griffin detailed a step-by-step process to deploying a top down approach to designing balanced client portfolios. In Part

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13 Mar 2013

Top down asset allocation in 2013

From Raymond Griffin - AdviserVoice

Welcome to Part 1 of Ray Griffin’s paper on top down asset allocation modeling. In this 2 part series Ray walks you through the process of developing investment portfolios using

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26 Feb 2013

Asset allocation for the 20-teens

From Raymond Griffin - AdviserVoice

In his last CPD article for 2012, Ray Griffin explains why portfolio asset allocation models in the 20 teens should be substantially different to those of the 1990s and pre-GFC

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10 Dec 2012

No seriously, it’s not you–it’s me!

From Raymond Griffin - AdviserVoice

Welcome to the latest CPD article from Ray Griffin in which he explores what for some is the most difficult thing to do in professional practice – to ‘let a

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12 Nov 2012

FPA Advanced Technical Workshops

From FPA - Financial Planning Association

The FPA is running a series of Advanced Technical Workshops for financial planning practitioners looking for advanced insights and technical strategies to take their professional development to the next level? The half-day

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26 Oct 2012

Dropping the ‘F Bomb’

From Ray Griffin - AdviserVoice - proudly brought to you by Bennelong Funds Management

Settle down now – this is a paper on the other ‘F Bomb’, the one that now is a must for every financial adviser. That four letter word is of

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15 Oct 2012

Budgeting in the real world

From Ray Griffin - AdviserVoice - proudly brought to you by Bennelong Funds Management

In his most recent CPD paper Running your business part 1, AdviserVoice Director, Ray Griffin, discussed the vitally important need for financial advice business owners to develop an instinctive understanding

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20 Jul 2012

Running your business part 1

From Ray Griffin - AdviserVoice - proudly brought to you by Bennelong Funds Management

Managing other people’s money is what you do, but how do you stack up in terms of managing your own money? In this article, the next in Ray Griffin’s CPD

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26 Jun 2012

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 [...]