Managed accounts – it’s about you

Virtual workshop

Friday 29 May from 10.30am – 1.30pm EST

Managed Accounts: It’s about you is a short virtual course that focusses on the growing subject area of Managed Accounts.

This workshop provides a comprehensive overview of the different types of managed accounts, the pros and cons of each and is designed to help both advisers and licensee staff be in an informed position as to what managed accounts are about. It is ideally suited for advisers, product managers and operations teams. The virtual workshop will be delivered in 3 segments.

10.30-11.15am Session 1 – Introduction and managed accounts overview
11.30-12.15pm Session 2 – Model portfolios comparing managed accounts
12.30-1.15pm Session 3 – How to use managed accounts

 

FASEA CPD: General .75 | Technical competence 1.5

Learning outcomes

At the conclusion of the workshop you will be able to:

  • differentiate types of managed accounts
  • help work out what types of managed accounts may work for different types of client
  • be better equipped on how to select a managed account, or put one together
  • be better positioned to help your firm with a managed account strategy

Is there any assumed pre-requisite knowledge for attendees?

It is useful for attendees to understand:

  • the dynamics of market trading
  • concepts of asset allocation and diversified portfolios with respect to client wealth management
  • an understanding of financial products and service
  • fee for service best practice

Cost

Practitioner Member FREE
Organisation Member FREE
Non-Member $125

 

About your presenter

 

Stuart Holdsworth has combined his extensive investment industry experience to become one of Australia’s thought leaders on managed accounts. Stuart is passionate about the growing consumer influences on the investment industry globally, and with Financial Simplicity, has helped enable over $30Bn in a myriad of managed account propositions (SMA, IMA, MDA, UMA) both here in Australia and internationally. Stuart is the CEO of Financial Simplicity, a member of the RegTech Association, and also a founder of the Institute of Managed Account Providers in Australia.

 

Managed Accounts Workshop

May 29 2020 @ 10:30 am - 01:30 pm

Practitioner Member: $0.00
Organisation Member: $0.00
Non-Member: $125.00

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