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Showing 131 - 132 of 132 results for "CPD"

IRESS turbocharges Xplan

MICHAEL HOBBS  |  THURSDAY, 8 NOV 2007
... fees, quantitative superannuation data for corporate and industry plans, transition to retirement (TTR) modelling and enhanced CPD tracking and reporting. The platform disclosure tool allows advisers to access relevant information on advice, commission ...

Soft skills should be a priority: Zurich

Risk services provider Zurich Financial Services Australia has said that while many financial planners are busy earning CPD points for improving their industry knowledge they should also spare some time for working on their 'soft skills' to better serve ...