Investment Philosophies in Action 3

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Technical Competence Client Care & Practice Professionalism and Ethics General 0.70 CPD Pts

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Podcast

Investment Philosophies in Action 3

Details

In this final episode, Peita speaks with Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They explore the practical benefits and challenges of developing and implementing a well-structured investment philosophy for your practice, including its impact on advisers, support staff, client relationships, and external stakeholders. Accreditation Points Allocation: Technical Competence 0.3 Client Care and Practice 0.2 Professionalism and Ethics 0.1 General 0.1

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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Investment Philosophies in Action 3

Podcast

Investment Philosophies in Action 3

Quiz

Details

Learning Outcomes

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