Module 1 ― The rise of managed portfolios

Technology is clearly an enabler for the new wave of managed portfolio solutions, and their demand is a result of advisers looking to transform their business.

In this module, we explore how the changing advice landscape has set the scene for a rise in managed portfolio adoption.

You’ll need to achieve a score of at least 80% to receive the assigned 1.0 CPD hour(s) for this module.