This webcast features 10 key decisions that can help investors target long-term wealth in the capital markets.

Please join us for a webcast with Regional Director Tom Fellowes, to walk you through how you can effectively communicate the tenets of a better investment experience to your clients.

Bios:

Tom Fellowes is regional director in Dimensional's Sydney-based Financial Adviser Services team, working with advisors to aid the delivery of consistent and successful investment experiences to their clients. In this role, Tom updates financial advisors on capital market research, assists in communicating investment concepts and consults on asset allocation and business development issues.  He holds a bachelor's degree in economics and business management from the University of Newcastle Upon Tyne. This course included a year's work placement working at First State Investments in Edinburgh.

Learning Partnership: Financial Advice New Zealand, as part of the Academy of Professional Learning, partners with organisations such as Dimensional that are leaders in research and learning in financial services.

Dimensional’s Virtual Program: Dimensional is a global investment firm with a strong belief in markets, who identify compelling research and apply it to practical investing.

Dimensional is partnering with Financial Advice NZ to provide a virtual webcast series to share valuable insights into Investment Planning, Personal Development and Practice Management to equip adviser and advisory firms with the skills needed to grow a successful business upon a solid theoretical foundation.

NOTE:  THIS IS A COMPLIMENTARY WEBCAST FROM OUR LEARNING PARTNER

CPD 0.5 STRUCTURED HOUR

Area: Investment Planning

Level: Developed

Please register directly with them using the link below. 

Tuesday 13th November 2pm NZDT

Register here