FPA Masterclass Series

High quality professional development. Designed by financial planners, for financial planners.

The new 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.

The FPA Masterclass series: Journey of Advice will deep dive into:

  • The art of winning new clients
  • Providing a world class experience for clients
  • Running a well-oiled business
  • Managing ethical dilemmas

Format

  • 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

Price

Register for the full package or purchase individual streams that suit your professional learning needs.

Full series package (18 sessions across 5 streams) 
FPA member – $249
Non member – $449

Price per individual stream 
FPA member – $79 per stream
Non member – $120 per stream

FPA members save 37% when purchasing the full package vs. individual streams.

Unpacking professionalism in Australia’s newest professionIt is rare to witness a new profession emerge, let alone be part of it. Explore the origins of professions and then a look to the future challenges and opportunities for the financial advice profession.

Speaker:
Gordon Young, The Ethics Centre
AVAILABLE NOW ON-DEMAND
Mastering wicked problems in financial planningPractical ways to deal with the ethical dilemmas faced by financial planners in unusual and difficult client scenarios.

Panelists:
The Ethics Centre
Hugh Robertson CFP®
Dacian Moses CFP®
Jordan Vaka AFP®
AVAILABLE NOW ON-DEMAND
Avoiding and managing conflicts of interestExploring when and how conflicts of interest arise and how best to deal with challenging situations you may encounter.

Panelists:
The Ethics Centre
Michael Miller CFP®
Cheyenne Walker
Lisa Papachristoforos AFP®
AVAILABLE NOW ON-DEMAND

With thanks to our stream partner,
The Ethics Centre


Value of advice – how to articulate and demonstrate itWhat do clients see as value and what are they willing to pay? How do we meet their needs and convey value? Asking the tough questions to achieve a client centric and differentiated advice offering.

Speaker:
David Haintz
Tuesday 7 September12:00pm – 1:30pm AEST
Clarifying your offer – the nitty grittyHelping you get clear on who you are trying to attract, what services and advice options to offer, and how to segment by price and target market.

Speaker:
Sue Viskovic
Tuesday 14 September12:00pm – 1:30pm AEST
New ways to market yourself and your businessPanel session with three financial planners who each employ different approaches to their marketing strategy.

Speakers:
Adele Martin CFP®
Dawn Thomas CFP®
Naomi Christopher
Tuesday 21 September12:00pm – 1:30pm AEST
What do comics, comedy and magic have in common with making the complex sale?How to convert your client leads through the art of communicating value.

Speaker:
Simon Bowen
Tuesday 28 September12:00pm – 1:30pm AEST

With thanks to our stream partners,
Allan Gray and Orbis


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®
Santiago Burridge, Founder and CEO at Lumiant
Tuesday 30 November12:00pm – 1:30pm AEDT
How to make life easier for your clientsIn this session, Michael Back from Human to Human will showcase how the most innovative businesses in our industry are reducing ‘friction’ for their clients and building more profitable businesses as a result.

Speaker:
Michael Back
Tuesday 7 December12:00pm – 1:30pm AEDT
Measuring value, impact and financial progressHow 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 December12:00pm – 1:30pm AEDT
How to create a client-obsessed cultureThe pursuit of a remarkable client experience requires a consistent, teamwide focus. Corey Wastle CFP® and Michael Back from Human to Human will be sharing a framework for regularly discussing and prioritising the right client experience improvements across your team and creating a robust client-obsessed culture.

Speakers:
Michael Back
Corey Wastle CFP®
Tuesday 14 December12:00pm – 1:30pm AEDT

With thanks to our stream partners,
Allan Gray and Orbis


Getting stuff doneHow to implement change both operationally and culturally, design and implement processes and be more personally productive in your work.

Speaker:
Lana Clark
Tuesday 1 February 202212:00pm – 1:30pm AEDT
Designing and managing your resources: outsourcing vs in-houseWith growing momentum for outsourced paraplanning, is it a one-model fits all? Many businesses now completely outsource either onshore or offshore but there are still hundreds of in-house paraplanners across Australia. So what are the merits of the different models?

Speakers:
Kate Fellows
David Carney
Pravie Kears
Tuesday 8 February 202212:00pm – 1:30pm AEDT
Delivery of advice – can we do better?Documenting advice by video is a more conveniently, cheaper and more engaging way to document your recommendations, ensure client understanding and meet all of your regulatory obligations. Learn the practical steps required to make a video SOA a reality.

Speakers:
Fraser Jack
Ben Marshan CFP®
Tuesday 15 February 202212:00pm – 1:30pm AEDT
Business efficiencies through technologyWays to utilise technology to run an efficient and effective business. Hear direct from financial planners on how they are achieving this.

Panelists:
James Wortley CFP®
Cameron Teague CFP®
Hugh Robertson CFP®
Ken Whitton CFP®
Tuesday 22 February 202212:00pm – 1:30pm AEDT

With thanks to our stream partner,
BT
Financial


How to run an ethical advice practice and still make a profitExplore the challenges between ethical theory and the practicalities of running a modern financial advice business. How other professions bill their clients for their services, whether the values and principles of those professions are different to a financial advice business and value they provide to their clients.

Speaker:
Rhett Das
Tuesday 5 April 202212:00pm – 1:30pm AEDT
Ethics in estate planning and estate administrationMore information coming soon
Tuesday 12 April 202212:00pm – 1:30pm AEDT
Ethics in philanthropyMore information coming soon
Tuesday 19 April 202212:00pm – 1:30pm AEDT

With thanks to our stream partner,
Australian
Ethical Investment

Australian Ethical Investment