Summary of our CPD accredited education material

Webinars

SUCCESS IN ADVICE IN 2021 AND BEYOND – 1 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 ADVICE – 0.75 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

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MANAGED PORTFOLIOS, CUSTOMER VALUE AND BEHAVIOURAL FINANCE – 0.5 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

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MANAGED PORTFOLIOS: YOUR BUSINESS’S NEXT STRATEGIC WINNING MOVE – 0.75 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

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DELIVERING PLATFORM ALPHA – 0.5 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

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WEBINAR MASTERCLASS: THE FUTURE OF TECHNOLOGY, PLATFORMS AND MANAGED PORTFOLIOS – 0.5 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

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UNLOCKING PRACTICE VALUE WITH MANAGED PORTFOLIOS – 0.5 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 ACADEMY – 7 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