Module 4 ― Client and practice benefits of managed portfolios

The use of managed portfolios is driven by a range of client benefits and operational efficiencies which have the potential to transform your client value proposition.

In this module, we explore some of the potential practice and client benefits of using managed portfolios in your business.

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