Advice Matters – from the Archive

Advice Matters is an accredited monthly e-journal. Each edition contains a number of articles written by industry experts, that combine knowledge and skills related topics, with technical and regulatory updates. Every edition is aligned to the ApEx standards, with a review at the end of each journal to show the learning outcomes and standards covered. (This is not available in the sample below).

Advice Matters will allow professionals to access 12 hours of structured CPD throughout the year from the comfort of their desk, or on the go using a mobile device. Each editions is also accompanied by associated questions and answers to help test and verify knowledge.

Please click the image below to access the sample article from our April 2017 edition. The article looks at Discretionary portfolios vs. advisory, and whether or not your clients get a choice.

Click the image below to access.

Advice Matters April 2017

Stuart Bull

Marketing Manager