Module 3 ― Re-engineering your advice process with Managed Portfolios

Managed portfolios, through the advancement and development of sophisticated technology, have enabled the advice process to evolve, saving you and your client’s time.

In this module, we explore the way Managed Portfolios could re-engineer your advice process.

You’ll need to achieve a score of at least 80% to receive the assigned 1.50 CPD hour(s) for this module.