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

CPD webinar: How to simplify and automate financial planning

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 emails and documents and the filling of all client info
  • How to get more clients with Autopilot Marketing Up-Sell, Cross-Sell and Introduce a Friend campaigns.

Chapter: Open to all FPA members
Venue: Hosted on your learning portal, FPA Learn

Complimentary for FPA members

To attend this event, please click below to book.