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

Video SOA face to face workshop


Friday 19 August | 9:00am – 4:00pm | Sydney CBD

Paper is not the only option!

Join our revolutionary workshop on how to create and implement video SOAs

After the recent successful launch of the FPA SOAP Box Video SOA Project, it’s time to get practical and learn how to implement video SOAs in your business. Join us for this full day, in-person workshop, where you will learn, trial and get comfortable with the roll-out of video SOA’s as part of your financial planning process.

This workshop is for planners, paraplanners, practice managers, compliance teams or decision makers who are committed to providing a more streamlined and accessible client experience with the additional benefit of reducing unnecessary costs.

By the end of the day, you will have the ability to start providing video recorded advice meetings and review meetings to your clients as your SOA.

We are launching the Video SOA workshop in Sydney but would love to extend this to more cities around the country. If you are interested in seeing this workshop at a venue near you, please get in touch.

The workshop will cover the following areas:

The workshop has a strong practical focus and you will engage in
planner/client role-playing and mock interviews.

Introducing your workshop host, Fraser Jack

Fraser has worked with the FPA team and ASIC developing the Video SOA concept and is uniquely positioned to provide practical insights required to implement Video SOAs into your financial planning practice. As well as being a prolific video producer and podcaster, over the past 20+ years Fraser has worked as a planner with a strong understanding of compliance and legislative requirements. Fraser will give hands-on tips and techniques and help set goals as individuals and as a peer group moving forward.

 

 

Non-members please register using this link


Chapter: All
Venue: FPA Head Office
Address: level 6/55 Clarence Street, Sydney NSW, Australia
Cost:

CFP professionals: $450
FPA members: $550
Non-members: $800

Prices are inclusive of GST.

Contact: [email protected]

To attend this event, please click below to book.

FPA Member Registration