CPD Accredited Education

Property Advice Compliance for
Financial Professionals

Register Now

When:
Tuesday, 27th August, 2019

Time:

12:00pm – 2:00pm

Via GotoMeeting

* Full Name

* Email

Company Name

Phone

* Select Your Property Adviser

* Select Time

 

What the Webinar will cover

How to advise on the direct property asset class in a compliant manner

 

  • Direct Property Asset Class
  • Ethics and Compliance Acting in the Clients Best Interest
  • Separation of Roles Financial Planner vs. Property Adviser
  • Asset Selection The Role of a True Property Adviser

Why should you consider the asset class for your practice?

 

  • Why should you consider the Direct Property Asset Class for your practice?
  • Why should you consider the Direct Property Asset Class for your clients?
  • Assessing the client, Can they and Should They?