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

FPA Masterclass Stream Three: Providing a world class experience


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 November and December for Stream Three: Providing a world class experience which will deep dive into:

 

Values based advice and goals based advice? This panel session will discuss how each approach has provided clients with more value than traditional approaches.

Speakers:
Reine Clemow AFP®
James Wortley CFP®
Tuesday 30 November 12:00pm – 1:30pm AEDT
How to make life easier for your clients Seven top tips to make it easier for clients to do business with financial planners and how to implement each – from video communications, through to digital signatures, client meeting dynamics, calendar bookings and more.

Speaker:
Michael Back
Tuesday 7 December 12:00pm – 1:30pm AEDT
Measuring value, impact and financial progress How do you amplify your value and impact on the financial lives of your clients? 2020 FPA Advice Innovation Winner Corey Wastle, will take you through a range of demonstrations that will dive deep into one of the best client experiences in Australia.

Speaker:
Corey Wastle CFP®
Thursday 9 December 12:00pm – 1:30pm AEDT
How to create a client-obsessed culture How to create commitment to a client first culture among your staff members in your business and what we can learn from real life case studies where financial planners have gone above and beyond to deliver a superior client experience.

Speakers:
Michael Back
Corey Wastle CFP®
Tuesday 14 December 12:00pm – 1:30pm AEDT

With thanks to our stream partners: Allan Gray and Orbis

 


Chapter: Open to all FPA members
Venue: Online
Cost:

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