MONEY MASTERS

Managing client mindset in the new economy

This CPD course, featuring Australian Paralympian Madison de Rozario, deals with the practical issues stemming from a new world where income can be inconsistent and savings strategies need to adapt.

What you'll learn /

This course will give you insights into:

Dealing with clients who have an inconsistent income
Helping clients focus on long-term financial goals
Overcoming human biases in investing
  • CPD hours1
  • Knowledge AreaSKILLS
  • TypeSECRETS OF THE MONEY MASTERS
  • PriceFREE
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Outline of the course /

Managing client mindset in the new economy

This CPD course, featuring Australian Paralympian Madison de Rozario, deals with the practical issues stemming from a new world where income can be inconsistent and savings strategies need to adapt.

Find out more

01.

Building a wealth strategy for clients with variable incomes

In part 2 of the CPD course focusing on Paralympian Madison de Rozario, we look at the practical steps her adviser, Paul Giordano, took to help her achieve her goal of one day buying a house, along with building out a retirement strategy. 

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02.

How to get clients to stick to their wealth goals

In the final part of the CPD course featuring Madison de Rozario, we see the income buckets she needs to fill in order to build a safety net, put a deposit on a property and prepare herself for retirement. 

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03.

Test yourself /

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