CPD POINTS: .25
In this session, Phil Pilgrim – General Manager of Partnerships and Distribution at Implemented Portfolios will explore the evolution of investment management, why he thinks individually managed accounts are the future and how advisers can utilize them to take their managed accounts to the next level and gain back even more time with their clients.
General Manager, Partnerships and Distribution, Implemented Portfolios
AIOFP CPD:
ASIC Competency: Managed Investments FASEA Category: Client Care & Practice 0.17 AFPA24CP2021073
FPA CPD:
ASIC Knowledge Requirements: 0.25 Financial Planning (0.25 hour) FPA CPD AREAS: Client care and practice (0.25 hour)
