Register for our Managed Portfolio Academy

Managed Portfolio Academy

Are you seeking out a better way to stay competitive and to deliver great customer outcomes?

Managed portfolios provide advisers access to professional portfolio management while delivering a scalable, efficient client value proposition in a cost-effective manner.

With technology at their core, HUB24’s innovative and award-winning managed portfolio solution provide advisers with opportunities to add value for their clients—We call it ‘platform alpha’.

We’ve developed a new Managed Portfolio Academy for practice principals, financial advisers and support staff so you can learn more about how managed portfolios can be used to deliver real client value, and meaningful business efficiencies.

The program contains a series of four modules, and is delivered to you over four weeks via an email link on Mondays.

• 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 with managed portfolios (1.5 CPD hours)
• Module 4 ― Client and practice benefits of managed portfolios (1 CPD hour)