The financial planning profession continues to evolve. Client expectations are changing, new assets are emerging, family structures are becoming more complex, and financial planners are increasingly expected to recognise risks that may not appear on a traditional fact-find.
A practical weekly note for client work
Ronald's CPD Notes is designed to help financial planners respond to that changing environment. Each weekly edition will focus on one practical planning issue and translate it into a useful question, framework or action.
The objective is simple: to support clearer judgement, stronger conversations and more relevant advice.
What happens next
Watch Ronald's short introduction above. During the next few editions, readers will have the opportunity to confirm that they want to continue receiving this series by selecting Keep me subscribed.
The preference applies to Ronald's CPD Notes only and does not remove readers from other Financial Perspectives communications they have selected.
Practical takeaways
What to carry into practice
- 01Recognise planning risks that may not appear on a traditional fact-find.
- 02Carry one useful question, framework or action into client work each week.
- 03Choose separately whether to continue receiving Ronald's CPD Notes.