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Presenting professional development webinars
In conjunction with CCH learning
The Path out of the Pandemic - Recession or Recovery?
COVID-19 has hit the Australian economy hard, which industries could be permanently changed?
Trump, trade wars, Brexit, the A$ and impacts on your clients
What do you need to know as the economic tectonic plates shift?
Ethics: Gifts, Client Confidentiality & Duty of Care
•What is appropriate regarding accepting or giving gifts and entertainment.
•How to handle confidentiality of client information
•How to reconcile conflicting duties to clients, your firm and your own reputation.
AI: Productivity tool or ethical trap
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How can businesses benefit from the use of artificial intelligence
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What are the ethical traps to look out for
The ethics of marketing yourself and your firm
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What is ethical in advertising and promoting yourself and your business
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Is it okay to "embelish" the facts
Host of Institute of Managed Account Professionals "Independent Thought" Podcast Series - covering economics, investments and trends in financial advice
https://imap.asn.au/publications/podcast-series
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