The Financial Planning Association of Australia The Financial Planning Association of Australia

Inaugural Professionals Congress sets high water mark for financial planners

An environment of unprecedented change, challenge and opportunity is the backdrop for the launch of the Financial Planning Association’s inaugural professional development initiative, the Professionals Congress on 17 – 18 October.

And, according to Matthew Rowe, Chairman of the FPA, the timing couldn’t be better.

“Our profession has been through an extraordinary transformation in recent years and as the peak professional association for planners the FPA is enormously proud of its achievements on behalf of members and, by extension, their clients. We’re now a welcome guest at the regulatory and legislative table and having input where we should – at the policy level.

“What this means to our members is that we are uniquely positioned to offer them the right guidance and information on best practice at a time when a lot has changed, is changing – and is likely to change.”

The Congress program has been developed to provide up-to-the-minute support and information to members in all aspects of providing advice, with streams covering Technical, Best Practice, Personal Development and Leadership. Some of the specific topics will include: Estate planning strategy, building sustainable leadership, practice valuations post-FoFA and consumer sales and marketing, among others.

“The FPA looks forward to bringing our members a Congress that genuinely equips them with the best tools and know-how to get the positive outcomes for their clients. We’ve tailored the Technical and Leadership Workshop streams to provide dual benefits – meeting what our members have told us are their most pressing practical needs, with a deep educational focus also earns them CPD points.”

Mr Rowe also announced that AMP has joined Professionals Congress as a Platinum Sponsor.

“Our many shared values, together with AMP’s innovative approach, sound advice strategy and support of the financial planning profession, make this a partnership we are proud to bring to Congress.”

The FPA will continue to provide further updates on speakers and events taking place in the lead up to the inaugural Professionals Congress. For more information or to register for the Professionals Congress, please click here.