The AFA and FPA Joint Life Insurance Taskforce has worked on a number of things over the last two years, including recently contributing to the development of a Life Risk Guide, that has been designed to assist members to give compliant advice that meets the requirements of multiple codes, including the FASEA Code of Ethics.
In this webinar, you will hear from two advisers who have been members of the joint taskforce, and have been involved in the development of this guide - Mark Everingham CFP®, Managing Director, Personal Risk Professional Pty Ltd, and Katherine Hayes, Financial Advisor, Hayes & Co Insurance Pty Ltd - who will work through the advice process and the key steps to take to ensure that your advice complies with the law and the obligations of different codes.
To obtain CPD for AFA Webinars you must watch the full webinar presentation. Your CPD certificate will be emailed to you within one week of the webinar being held. Please get in touch at email@example.com should you have any questions about CPD for this webinar.