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The Financial Planning Association of Australia

Events

CPD webinar: How to simplify and automate financial planning

When: Tuesday, 3 August 2021 From 1:00pm to 2:00pm - Open to all FPA members

Tuesday 3 August | 1pm-2pm | Up to 1 CPD hour This session will cover the main areas of the financial planning process that can be simplified and automated including: The Benefits of Workflow Management Automating client management and client reviews Simplify and automate the chasing of clients and client information Why you should automate […]

FPA Mid North Coast Chapter Lunch – Port Macquarie

When: Tuesday, 12 October 2021 From 1:00pm to 2:00pm - Mid North Coast NSW

The FPA Mid North Coast Chapter invites you to an informative session on Tuesday 12 October in Port Macquarie, and Wednesday 13 October in Coffs Harbour. 2021 has brought renewed optimism around equity markets, both globally and locally. But is the enthusiasm warranted and how does this change the opportunity landscape presented here in Australia? […]

FPA Mid North Coast Chapter Lunch – Coffs Harbour

When: Wednesday, 13 October 2021 From 12:30pm to 1:30pm - Mid North Coast NSW

FPA Professionals Congress

When: Mon, 22 Nov 2021, 8:00am to Tue, 23 Nov 2021, 4:00pm - Open to all FPA members and non-members

The FPA Professionals Congress returns this November in Sydney – and it’s in person! We are excited to offer FPA members and the broader financial planning profession this opportunity to connect, share and learn together in person once again, with a revised format to suit the current environment. We acknowledge the current stay-at-home restrictions impacting […]