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

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

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 smart technology.

The webinar will cover simple strategies and techniques for:

  • Managing teams
  • On boarding clients
  • Tracking the flow of work throughout a practice
  • Ensuring all regulatory and legislative requirements are met

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

Free for FPA members

To attend this event, please click below to book.