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Summary of our CPD accredited education material

Webinars

SUCCESS IN ADVICE IN 2021 AND BEYOND1 CPD

How are leaders of change working with practices and advisers to encourage entrepreneurialism, challenge profitability, achieve digital connectivity and their united desire to collaborate to advance advice?

Speakers:

  • Greg Hansen – Senior Business Strategy Manager, HUB24
  • Paul Barrett – CEO, AZ NGA
  • Glenn Calder – CEO, Viridian
  • Allison Dummett – CEO, ClearView Financial Advice

Watch it here

HUBCONNECT: THE FUTURE OF TECHNOLOGY AND DATA IN ENABLING ADVICE0.75 CPD

A discussion on the challenges and need for the digitisation of advice practices, access to quality data and collaboration to achieve beneficial outcomes for the industry.

Speakers:

  • Greg Hansen – Senior Business Strategy Manager, HUB24
  • Jason Entwistle – Director of Strategic Development, HUB24
  • Neil Younger – Cro and Managing Director, Fortnum Private Wealth
  • Clayton Daniel – Managing Director, XY Adviser

Watch it here

MANAGED PORTFOLIOS, CUSTOMER VALUE AND BEHAVIOURAL FINANCE0.5 CPD

A discussion on how forecasted growth in managed portfolios is aligned with the latest research and ongoing trends in behavioural finance.

Speakers:

  • Brett Mennie – Head of Managed Portfolios, HUB24
  • Brie Williams – Global Head of Practice Management, State Street

Watch it here

MANAGED PORTFOLIOS: YOUR BUSINESS’S NEXT STRATEGIC WINNING MOVE0.75 CPD

Learn how to position your business for long-term success, delivering both benefits to your business and your clients.

Speakers:

  • Brett Mennie – Head of Managed Portfolios, HUB24
  • Steve Browning – Founder and Managing Director, The Strategy Institute

Watch it here

DELIVERING PLATFORM ALPHA0.5 CPD

Watch a number of case studies illustrating the value enhanced platform technology can provide for your clients.

Speakers:

  • Brett Mennie – Head of Managed Portfolios, HUB24
  • Wade Matterson – Practice Leader, Milliman

Watch it here

WEBINAR MASTERCLASS: THE FUTURE OF TECHNOLOGY, PLATFORMS AND MANAGED PORTFOLIOS0.5 CPD

Learn about the important role technology plays in an increasingly competitive space where financial advisers are looking for continued practice efficiencies and service delivery excellence.

Speakers:

  • Brett Mennie – Head of Managed Portfolios, HUB24
  • Jason Entwistle – Director of Strategic Development, HUB24

Watch it here

UNLOCKING PRACTICE VALUE WITH MANAGED PORTFOLIOS0.5 CPD

Learn about the positive impact of managed portfolios on practice valuations, the dynamics of today’s changing marketplace, and proof points that matter when considering transitioning to managed portfolios.

Speakers:

  • Brett Mennie – Head of Managed Portfolios, HUB24
  • Steve Prendeville – Managing Director, Forte Asset Solutions

Watch it here

Training

MANAGED PORTFOLIO ACADEMY7 CPD

The program contains a series of six modules, and is delivered to you over three weeks via an email link on Monday and Wednesdays.

  • Module 1: The rise of managed portfolios (1 CPD hour)
  • Module 2: Managed portfolios and other investment structures (1 CPD hour)
  • Module 3: Re-engineering your advice process (1.5 CPD hours)
  • Module 4: Client and practice benefits (1 CPD hour)
  • Module 5: 7 steps to implementing Managed Portfolios (1.5 CPD hours)
  • Module 6: The transition process (1 CPD hour)

Register here

If you would like to know more about our educational content you can email our team at marketing@HUB24.com.au