Events
Interview with TPB CEO Michael O’Neill and member round table discussion
13 July 2020 | 10:30am – 12:00pm | Online Exploring the role of the TPB – has it helped or impeded financial advice? Understand the relationship with TPB and FPA and what the new world will be like, with a single disciplinary body. All these sessions include an interview with the regulator followed by a […]
Read MoreWebinar: Musings of the Money Mind
Thursday 16 July | 12:00pm-1:00pm | Up to 1 CPD hour Jessica Brady, Co-Founder, Financial Adviser at FOX & HARE and Glen James, Host, My Millenial Money podcast, will discuss common money mindsets to give you insights to help cut through your client’s financial fog and entice client action.
Read MoreInterview with FASEA CEO Stephen Glenfield and Member Roundtable Discussion
20 July 2020 | 12:30pm – 2:00pm | Online Imagine a world where the standards body recognised the highest standards in a profession and worked with the stakeholders…..that took them on the journey to continual improvement. A discussion around what FASEA could have done better. With Stephen Glenfield, CEO, FASEA All these sessions include an […]
Read MoreInterview with AFCA CEO and Chief Ombudsman David Locke and Member Roundtable Discussion
27 July 2020 | 2:00pm – 3:30pm | Online AFCA only awards consumers – true or false? Hear more about how advice and advice processes can be improved to minimise consumer complaints. With David Locke, CEO, AFCA. All these sessions include an interview with the Regulator followed by a member roundtable discussion to translate […]
Read MoreWebinar: Understanding financial decision making in retirement
Wednesday 29 July | 1.00pm – 2.00pm | Up to 1 CPD hour Researchers Associate Professor Jody Evans and Dr Teagan Altschwager (Melbourne Business School) have spent the past two years engaging with over 2,000 retirees to understand their financial decision-making. Jody and Teagan will share research findings and discuss how a range of factors […]
Read MoreWill sustainable/impact/ethical investing be more relevant in a post-COVID 19 world?
3 August 2020 | 10:30am – 12:00pm | Online Delve deeper into the topic of responsible investing, learn how to respond to the rise of the conscious consumer and how advisers can align investment portfolios with client’s value. Deepen your investment speak and develop more profound engagement with clients who are increasingly wanting to pursue […]
Read MoreBest Practice Forum Digital: Survival, sustainability and development in challenging times
The FPA is partnering with Professional Planner to bring together practice owners, principals, consultants, and other industry participants across Australia to tap into the experience and insights on surviving and thriving through this unprecedented time of change and challenge. Best Practice Forum, now in its 6th year, will for the first time be broadcast live […]
Read MoreWebinar: Critical post-Covid Compliance
Wednesday 5 August | 1pm-2pm | Up to 1 CPD hour Join Samantha Clarke, regulatory compliance and fintech expert to learn more about what you need to know and how to efficiently adapt to increasing demand from your clients and regulators.
Read MoreWhat does a portfolio look like in times of recession?
10 August 2020 | 10:30am – 12:00pm | Online Australia hasn’t seen a recession for almost 30 years – what should you be doing to shore up your clients for the rocky road ahead and where do opportunities exist domestically and globally. Our panel will provide context and discuss where to next and explain how […]
Read MoreHow does tech help in portfolio construction, administration and management?
17 August 2020 | 10:30am – 12:00pm | Online This is a session focussed on investment efficiencies through platforms and administration services and how technology can be used to compliment your investment philosophy, simplify your client interactions and make your business more client focussed and efficient. Facilitated by Ben Marshan CFP® Panellists: David Richardson CFP®, […]
Read MoreHow to settle clients in an unsettled time
24 August 2020 | 10:30am – 2:00pm AEST What does a client do, what should a client do and what could a client do in times of crisis. With a focus on portfolio design – we will examine how clients react and either embrace your advice or push back against it. Facilitated by Graham Rich […]
Read MoreHow to make good decisions
31 August 2020 | 10:30am – 12:00pm | Online Presenter: Dr Matt Beard, Moral Philosopher, Fellow at the Ethics Centre Do you need ethics if you consider yourself to be ethical? This session has been developed to help financial advisers better understand how having a decision making model when dealing with dilemmas can enhance their […]
Read MoreProfessional dilemmas and how to use the FASEA Code for guidance
7 September 2020 | 10:30am – 12:00pm | Online Presenter: Dr Matt Beard, Moral Philosopher, Fellow at the Ethics Centre In this forum, you will have an opportunity to work with your peers and unpack the FASEA Code and how they relate to real client situations.
Read MoreThe Education-Ethics-Trust Trilogy
14 September 2020 | 10:30am – 12:00pm | Online Presenter: Dr Michelle Cull, Associate Dean, Senior Lecturer Accounting and Financial Planning Can ethics really be taught? How does my client know that I am being ethical? How does this help me build trust with my clients? Learn more about the relationship between education, ethics and […]
Read MoreYes I can…or maybe not! Navigating a practical understanding of ethics for advice solutions
21 September 2020 | 10:30am – 12:00pm | Online Presenter: Louise Biti CFP®, Director, Aged Care Steps Many financial advisers deal with ageing clients or clients who present with complex family needs. This session brings the FASEA Code of Ethics to life when working with vulnerable clients, including those who lack capacity, have special needs […]
Read MoreThe creative edge – how to redefine your value, reimagine your client experience and reinvent your practice for relevance
28 September 2020 | 10:30am – 12:00pm | Online Presenter: Mykel Dixon, Award Winning Speaker, Creative Leadership Expert We welcome back Mykel Dixon, who was our closing Keynote speaker at the 2019 Congress in Melbourne and challenged our thinking. He literally shook us to the core as he had us on our feet and dancing! In […]
Read MoreMastering your health for better client outcomes
6 October 2020 | 10:30am – 12:00pm | Online Presenter: Vanessa Bennett CEO and Founder Next Evolution Performance Mental Health or a helpful mindset helps you to free up more effective time in your day, take on more clients, see more opportunities for your business and provide better service to your clients by showing more […]
Read MoreTough times don’t last. Resilient financial planners do
12 October 2020 | 10:30am – 12:00pm | Online Presenter: Heidi Dening, Speaker, Author, Educator When your clients are experiencing economic challenges, job insecurity, erratic financial markets or personal pressure it can be difficult to maintain your own focus, wellbeing and optimism. This empowering 90-minute session is designed to build your resilience so that you […]
Read MoreConquering the next normal – The 3 simple steps to creating clarity, finding focus and massive momentum
19 October 2020 | 10:30am – 12:00pm | Online Presenter: Keith Abraham You are invited to attend this interactive, impactful and insightful MasterClass with Keith Abraham. He will share with you how to become very clear on the goals you want to achieve for the rest of 2020 and then put in place the strategies […]
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