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 |