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

Events


2021 FPA National Roadshow Series

When: Monday, 15 March 2021 until Monday, 31 May 2021 - Open to all FPA members

We are thrilled to be on the road again, ready to visit you for the 2021 FPA National Roadshow in partnership with Zurich and OnePath. As the year unfolds, the FPA is here to help our members navigate changes which continue to impact our profession. Join us for an interactive two hour session on: Practical tips to help you […]

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CPD webinar: How to lock your digital filing cabinet

When: Tuesday, 20 April 2021 From 1:00pm to 2:00pm - Open to all FPA members

Tuesday 20 April | 1:00 – 2:00pm AEST | Up to 1 CPD hour In our new digital world, securing your client data is increasingly critical. Join Fraser Jack for this session focusing on corporate governance requirements on Licensees and Authorised Representatives. The session will look at policies, plans, strategies, systems and controls which are […]

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FPA Geelong Chapter Masterclass Event

When: Wednesday, 21 April 2021 From 12:15pm to 2:30pm - VIC-Geelong

Wednesday 21 April, 12:15pm – 2:15pm  The FPA Geelong Chapter invites you to join them for a special lunch event and informative session at the FPA Geelong Chapter Masterclass Event on Wednesday 21 April at Novotel Geelong.  The new year could not come soon enough after the instability and uncertainty we all faced in 2020. The uncertainty of the COVID-19 pandemic has […]

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Career Ready series: Duties and dilemmas: Ethics in financial planning

When: Thursday, 22 April 2021 From 2:00pm to 2:45pm

Thursday 22 April | 2:00 – 2:45pm AEST | Free for students Financial planners are entrusted every day with people’s financial security and personal goals. From best interest duties to best practice strategies, firm up your foundations of ethical decision-making. Presented in partnership with The Ethics Centre. About the series Developing your career plan, finding […]

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CPD webinar: Aged pension fundamentals

When: Friday, 23 April 2021 From 12:00pm to 1:00pm - Open to all FPA members

Friday 23 April | 12:00 – 1:00pm AEST | Up to 1 CPD hour This session looks at a range of strategies to maximise the age pension including superannuation, income streams, principal home, gifting, work bonus and more. We also look at the practicalities of dealing with Centrelink. This webinar will provide you with a […]

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CPD webinar: Leveraging tech to run an efficient and compliant practice

When: Wednesday, 28 April 2021 From 1:00pm to 2:00pm - Open to all FPA members

Wednesday 28 April | 1:00 – 2:00pm AEST | Up to 1 CPD hour In this webinar, Kelli Willmer, Manager – Practice Solutions Team and Alexander Klomp, Account Manager at Iress will outline tips and strategies for financial planning practices and support staff to create a more efficient, compliance-focused advice business through the use of […]

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CPD webinar: Exploring the shifting life insurance landscape

When: Tuesday, 4 May 2021 From 1:00pm to 2:00pm - Open to all FPA members

Tuesday 4 May | 1:00 – 2:00pm AEST | Up to 1 CPD hour Join this live webinar as Adam Crabbe, Risk Strategy Specialist at Zurich shares what you need to know around the upcoming changes occurring across the life insurance industry, including those impacting income protection plus insights and strategies to assist your clients. […]

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FPA National Roadshow – Northern Territory Chapter Event

When: Tuesday, 4 May 2021 From 12:00pm to 2:00pm - Northern Territory

The FPA team is thrilled to be on the road again connecting with members across Australia for the 2021 FPA National Roadshow in partnership with Zurich and OnePath. FPA Head of Members and Partnerships Ken Whitton CFP® will be presenting in Darwin on Tuesday 4 May 2021 from 7:30am – 9:30am. Join us for an interactive two hour […]

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FPA National Roadshow – Hobart Chapter Event

When: Thursday, 6 May 2021 From 12:00pm to 2:00pm - Tasmania

The FPA team is thrilled to be on the road again connecting with members across Australia for the 2021 FPA National Roadshow in partnership with Zurich and OnePath. FPA Chair Marisa Broome CFP® will be presenting in Hobart on Thursday 6 May 2021 from 12pm – 2pm. Join us for an interactive two hour session on: The latest on the […]

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FPA National Roadshow – Launceston Chapter Event

When: Friday, 7 May 2021 From 12:00pm to 2:00pm - Tasmania

The FPA team is thrilled to be on the road again connecting with members across Australia for the 2021 FPA National Roadshow in partnership with Zurich and OnePath. FPA Chair Marisa Broome CFP® will be presenting in Launceston on Friday 7 May 2021 from 12pm – 2pm. Join us for an interactive two hour session on: The latest on the […]

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CPD webinar: AFCA: Learnings from the last 12 months

When: Tuesday, 11 May 2021 From 1:00pm to 2:00pm - Open to all FPA members

Tuesday 11 May 2021 | 1pm – 2pm AEST | Up to 1 CPD hour The Australian Financial Complaints Authority (AFCA) has issued a number of determinations for and against financial planners over the last 12 months. Suzanne Craig and Dean Pinto, financial lines partners at Wotton + Kearney will provide an overview of those […]

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CPD webinar: 2021 Federal Budget

When: Wednesday, 12 May 2021 From 1:00pm to 2:00pm - Open to all FPA members

Wednesday 12 May 2021 | 1pm – 2pm | Up to 1 CPD hour Get first hand information and reaction to the 2021 Federal Budget measures to understand how the budget will affect you and your clients. You will also have the opportunity to ask questions during the live session.

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FPA National Roadshow – Melbourne Chapter Event

When: Tuesday, 18 May 2021 From 12:00pm to 2:00pm - Melbourne

The FPA team is thrilled to be on the road again connecting with members across Australia for the 2021 FPA National Roadshow in partnership with Zurich and OnePath. FPA CEO Dante De Gori CFP® and Chair Marisa Broome CFP® will be presenting in Melbourne on Tuesday 18 May 2021 from 12pm – 2pm. Join us […]

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FPA National Roadshow – Brisbane Chapter Event

When: Wednesday, 19 May 2021 From 12:00pm to 2:00pm - Brisbane

The FPA team is thrilled to be on the road again connecting with members across Australia for the 2021 FPA National Roadshow in partnership with Zurich and OnePath. FPA CEO Dante De Gori CFP® and Chair Marisa Broome CFP® will be presenting in Brisbane on Wednesday 19 May 2021 from 12pm – 2pm. Join us […]

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FPA National Roadshow – Western Australia Chapter Event

When: Tuesday, 25 May 2021 From 12:00pm to 2:00pm - Western Australia

The FPA team is thrilled to be on the road again connecting with members across Australia for the 2021 FPA National Roadshow in partnership with Zurich and OnePath. FPA CEO Dante De Gori CFP® and Chair Marisa Broome CFP® will be presenting in Perth on Tuesday 25 May 2021 from 12pm – 2pm. Join us […]

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FPA National Roadshow – South Australia Chapter Event

When: Wednesday, 26 May 2021 From 12:00pm to 2:00pm - South Australia

The FPA team is thrilled to be on the road again connecting with members across Australia for the 2021 FPA National Roadshow in partnership with Zurich and OnePath. FPA CEO Dante De Gori CFP® and Chair Marisa Broome CFP® will be presenting in Adelaide on Wednesday 26 May 2021 from 12pm – 2pm. Join us […]

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FPA National Roadshow – Sydney Chapter Event

When: Thursday, 27 May 2021 From 12:00pm to 2:00pm - Sydney

The FPA team is thrilled to be on the road again connecting with members across Australia for the 2021 FPA National Roadshow in partnership with Zurich and OnePath. FPA CEO, Dante De Gori CFP® and FPA Chair Marisa Broome CFP® will be presenting in Sydney on Thursday 27 May 2021 from 12pm – 2pm. Join […]

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