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

FPA Masterclass Series: Stream two – Winning new clients

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 September | 12:00pm – 1:30pm AEST
  • Clarifying your offer – the nitty gritty
    Tuesday 14 September | 12:00pm – 1:30pm AEST
  • New ways to market yourself and your business
    Tuesday 21 September | 12:00pm – 1:30pm
  • What do comics, comedy and magic have in common with making the complex sale?
    Tuesday 28 September | 12:00pm – 1:30pm


With thanks to our stream partners: Allan Gray and Orbis






Chapter: Open to all FPA members
Venue: Online

Purchase the full Masterclass Series package, or just the individual stream
18 virtual sessions across five streams
Each session is 1.5 hours
Watch live or on-demand – your choice!
Up to 27 CPD hours across professionalism, client care and practice including up to 9 ethics hours
Series runs until April 2022
On-demand session access available year-round

To attend this event, please click below to book.

Find out more and register