CPD webinar: Leveraging tech to run an efficient and compliant practice
Wednesday 28 April | 1:00 – 2:00pm AEST | Up to 1 CPD hour
In this webinar, Kelli Willmer, Manager – Practice Solutions Team and Alexander Klomp, Account Manager at Iress will outline tips and strategies for financial planning practices and support staff to create a more efficient, compliance-focused advice business through the use of smart technology.
The webinar will cover simple strategies and techniques for:
- Managing teams
- On boarding clients
- Tracking the flow of work throughout a practice
- Ensuring all regulatory and legislative requirements are met
|Chapter:||Open to all FPA members|
|Venue:||Hosted on your learning portal, FPA Learn|
Free for FPA members
To attend this event, please click below to book.