Pursuing a Better Investment Experience 3

Earn 0.75 CPD Points

Client Care & Practice Professionalism and Ethics 0.75 CPD Pts

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

Pursuing a Better Investment Experience 3

Details

In this final instalment, Brendon speaks to Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors, and Amber Murrell, Private Wealth Adviser at Shadforth Financial Group. They discuss the significance, development, and long-term value of having a well-defined, evidence-based investment philosophy for advice firms and their clients.

Accreditation Points Allocation:

0.25 Client Care and Practice

0.50 Professionalism and Ethics

Learning Outcomes

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

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Pursuing a Better Investment Experience 3

Podcast

Pursuing a Better Investment Experience 3

Quiz

Details

Learning Outcomes

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