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Provider:
CPD hours:
Radar Terms and Conditions
Provider: Strategi Institute
CPD hours:
Investment strand V2
Provider: Strategi Institute
CPD hours: 80
BCP - Business continuity: protecting your business future
Provider: Strategi Institute
CPD hours: 0.5
Radar Help
Provider:
CPD hours:
Residential Property Lending strand V1
Provider: Strategi Institute
CPD hours: 80
EMPATHY - Helping clients face Alzheimer's disease and Dementia
Provider: Strategi
CPD hours: 0.3
TOOLS - The emergence of fee-based planning: Reassess how you serve your clients
Provider: Strategi
CPD hours: 0.4
WHITE PAPER - Generation KiwiSaver
Provider: Strategi
CPD hours: 0.75
TOOLS - The 9 Keys to a happy retirement
Provider: Strategi
CPD hours: 0.25
WHITE PAPER - Study Reveals The #1 Key to a happy retirement
Provider: Strategi
CPD hours: 0.25
WHITE PAPER - Great Expectations: Retirement realities for older New Zealanders
Provider: Strategi
CPD hours: 0.5
MANAGING THE RELATIONSHIP - Tightwads and Spenders: Predicting financial conflict in couple relationships
Provider: Strategi
CPD hours: 0.5
WHITE PAPER - Transforming from ROI-centric planning to return on life planning
Provider: Strategi
CPD hours: 0.25
BEST PRACTICE - Transforming the client experience
Provider: Strategi Institute
CPD hours: 0.75
TOOLS - Putting a value on your value: Quantifying Vanguard Adviser's Alpha
Provider: Strategi
CPD hours: 0.75
BEST PRACTICE - Convincing prospects: How to discuss risk and goals
Provider: Strategi
CPD hours: 0.3
TOOLS - Using age banding to estimate spending in retirement
Provider: Strategi
CPD hours: 0.5
TOOLS - How big is longevity risk?
Provider: Strategi
CPD hours: 0.3
WHITE PAPER - The intertemporal persistence of Risk Tolerance Scores
Provider: Strategi
CPD hours: 0.5
WHITE PAPER - Robo-Advice: The poor man's human being ... or is it?
Provider: Heathcote Investment Partners
CPD hours: 0.3
BEST PRACTICE - Morningstar Guide to holistic Financial Planning
Provider: Strategi Institute
CPD hours: 0.4
WHITE PAPER - Asset allocation - Survival of the fleetest
Provider: Strategi Institute
CPD hours: 0.5
TOOLS - Does active share equal good performance?
Provider: Strategi Institute
CPD hours: 0.5
TOOLS - A three box approach to building debt portfolios
Provider: Strategi Institute
CPD hours: 0.4
TOOLS - Assessing manager risk: Looking beyond the numbers
Provider: Strategi Institute
CPD hours: 0.3
WHITE PAPER - Why clients fail at retirement
Provider: Strategi Institute
CPD hours: 0.3
WHITE PAPER - Asset allocation debate: Provocative questions, enduring realities
Provider: Strategi Institute
CPD hours: 0.75
WHITE PAPER - Options for dis-saving 'safely'
Provider: Strategi Institute
CPD hours: 0.6
TOOLS - Using dividend growth stocks to pursue financial goals
Provider: Strategi Institute
CPD hours: 0.6
WHITE PAPER - The Great Beta Hoax: Not an accurate measure of risk after all
Provider: Strategi Institute
CPD hours: 0.5
WHITE PAPER - Retirement risk, rising equity glide paths, and valuation-based asset allocation
Provider: Strategi Institute
CPD hours: 0.7
FINOLOGY - How to incorporate behavioural finance theory into a financial planning practice
Provider: Strategi Institute
CPD hours: 0.25
WHITE PAPER - Robo-Advisers are not new but they foretell the future of financial advice
Provider: Strategi Institute
CPD hours: 0.3
TOOLS - 10 Ways my closing ratio topped 90%: How our sales process went from dismal to dynamic
Provider: Strategi Institute
CPD hours: 0.25
FINOLOGY - Policy-based financial planning as decision architecture
Provider: Strategi Institute
CPD hours: 0.5
TOOLS - Financial planning for same sex couples
Provider: Strategi Institute
CPD hours: 0.25
WHITE PAPER - Managing sequencing risk - Buckets v Rebalancing
Provider: Strategi Institute
CPD hours: 0.25
WHITE PAPER - Building ETF portfolios
Provider: Strategi Institute
CPD hours: 0.5
TOOLS - Risk profiling and the foundation of a living financial plan
Provider:
CPD hours: 0.75