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


FPA Masterclass Series: Stream two – Winning new clients

When: Tue, 7 Sep 2021, 12:00pm until Tue, 28 Sep 2021 - Open to all FPA members

The FPA Masterclass series is designed to deliver top quality professional development for financial planners to help you build a sustainable business and deliver affordable advice to your clients. Join us in September for Stream Two: Winning new clients which will deep dive into: The value of advice and how to demonstrate it Tuesday 7 […]

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CPD Webinar Series: Fundamentals of insurance

When: Wed, 8 Sep 2021, 12:00pm until Wed, 13 Oct 2021 - Open to all FPA members

All sessions 12.00pm – 1.00pm AEST | Up to 6 CPD hours Fundamental of insurance series presented in partnership with Zurich Australia Join Zurich’s Adam Crabbe (Risk Strategy Specialist – Life Risk) for this series of six webinars focusing on the fundamentals of insurance. Wed 8 Sep – Life insurance: Shades of grey you might […]

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FPA WA Chapter Women in Financial Planning Event

When: Wednesday, 22 September 2021 From 12:00pm to 2:00pm - Western Australia

Join FPA WA Chapter members for the Women in Financial Planning Lunch Event at Fraser’s Restaurant. You’ll hear women in financial planning sharing their career stories, how they have overcome challenges and the lessons they’ve learnt. You’ll also hear from FPA Board Member David Sharpe CFP®, who will provide an update on all things FPA. […]

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Webinar: Best Practice Paraplanning – Design and Distribution Obligations

When: Friday, 1 October 2021 From 12:00pm to 12:40pm - Open to all FPA members

Friday 1 October | 12:00pm – 12:40pm AEST Join other FPA paraplanners online to share knowledge, skills and best practice. Understand the most important things paraplanners need to know ahead of ASIC’s new product design and distribution obligations, coming into force on 5 October. Earn up to 0.75 CPD hours by attending this session.

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CPD webinar series: Retirement Advice – The Bigger Picture

When: Tue, 12 Oct 2021, 1:00pm until Tue, 26 Oct 2021 - Open to all FPA members

All sessions 1:00pm – 2:00pm AEST | Up to 3 CPD hours This three-part webinar series shares groundbreaking research that studies retirement from the client’s viewpoint. Discover the real emotional drivers of successful retirement and uncover what matters most in the different phases of retirement. and what it means for portfolio construction, product allocation and […]

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South Australia Chapter Melbourne Cup Lunch

When: Tuesday, 2 November 2021 From 12:30pm to 5:00pm - South Australia - Fully Booked

Join the South Australia Chapter Committee at the Melbourne Cup Networking Event in Adelaide, on Tuesday 2 November! It will be an exciting afternoon of canapés and sparkling drinks with a chance to win some fabulous prizes!! We’ll watch the races on the big screen, have a betting station and entertain ourselves with raffles, special prizes, Fashions […]

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Future2 Western Australia Melbourne Cup Luncheon

When: Tuesday, 2 November 2021 From 10:00am to 3:00pm - Western Australia

Tuesday 2 November | 10:00am – 3:00pm | Optus Stadium The 2021 Future2 Melbourne Cup Luncheon returns to WA this November. The 11th annual Future2 Melbourne Cup event will be held at Optus Stadium, where you’ll be watching the race on one of the biggest screens in the southern hemisphere. This is now the premier […]

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FPA Professionals Congress

When: Thu, 7 Apr 2022, 8:00am to Fri, 8 Apr 2022, 4:00pm - Open to all FPA members and non-members

The FPA Professionals Congress heads to Sydney in 2022 We are excited to offer FPA members and the broader financial planning profession this opportunity to connect, share and learn together – in person! In light of the ongoing COVID situation, the 2021 FPA Professionals Congress in Sydney has been postponed until 7 – 8 April 2022. Visit […]

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