|· Code of ethics – meeting values
||· Corporations Act – sections relevant to advisers
|· Effective documentation practices for advisers
||· FASEA professional standards – are you match fit?
|· Fraud detection, breach register and reporting policy
||· How will ASX’s blockchain change how everything is done?
|· FASEA – how its Code of Ethics applies to stockbroking
||· Impact investing – how have funds performed?
|· Marketing for investment advisers – how to gain new clients and use social media
||· Panel: Cybersecurity – surveillance monitoring, cyber insurance and more
|· Panel: Attracting women to a profession in investment advice
||· Marketing for investment advisers – how to sell the value of advice
|· Incremental tax advice – are you match fit?
||· Panel: Rethinking defensive strategies
|· Portfolio construction – know your client
||· Technology – friend or foe?
|· Understanding the characteristics of bonds
||· Workshop: Managed accounts
|· When ASIC issues a notice
|| · Holistic approach to advice