Professional development topics

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