Mastering the Art of Scoping

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Total: $132.00
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In this session, Zoe Higgins and Kath Bowler from Holley Nethercote will explore one of the danger areas for advisers – scoping personal advice.   They will discuss five things every adviser needs to know:

  1. But aren’t they really the same thing?  Scope versus objectives
  2. Will the real scope please stand up – reaching and documenting a clear scope
  3. Back to the drawing board – when might you need to change the scope?
  4. Scoping and the Code of Ethics – what’s really new
  5. How does scoping affect product research?

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