2020 FPA [Virtual] Congress package

17 sessions | Live & on-demand
Earn up to half your CPD hours for the year

The recordings of the 2020 FPA [Virtual] Congress will inspire you to take advantage of the opportunities on the journey to the new normal, as we adjust to shifting expectations and changing priorities of our clients, peers and the broader profession.

CPD hours

Your FPA [Virtual] Congress CPD package offers 21.5 CPD hours across these FASEA areas:

  • Ethics 6 CPD hours
  • Regulatory compliance 5 CPD hours
  • Client care and practice 4.25 CPD hours
  • Technical 2.25 CPD hours
  • General 4 CPD hours

Please note, you must complete a short quiz after watching each recording to be eligible for the CPD hours.

Those who have previously registered for the live 2020 FPA [Virtual] Congress also have access to the recordings package until 31 October 2021.

PROGRAM

15 x 90-min session recordings available on-demand until 31 October 2021:

The regulators – understanding your responsibilities

  1. Interview with ASIC Commissioner Danielle Press and member round table discussion
  2. Interview with TPB CEO Michael O’Neill and member round table discussion
  3. Interview with FASEA CEO Stephen Glenfield and member round table discussion
  4. Interview with AFCA CEO and Chief Ombudsman David Locke and member round table discussion

Investment markets and portfolio design

  1. Will sustainable/impact/ethical investing be more relevant in a post COVID-19 world?
  2. What does a portfolio look like in times of recession?
  3. How does tech help in portfolio construction, administration and management?
  4. How to settle clients in an unsettled time

The FASEA Code of Ethics in practice

  1. How to make good decisions
  2. Professional Dilemmas and how to use the FASEA code for guidance
  3. The Education-Ethics-Trust Trilogy
  4. Yes I can … or maybe not! Navigating a practical understanding of ethics for advice solutions

Professional wellness and client care

  1. The Creative Edge – How to redefine your value, re-imagine your client experience and reinvent your practice for relevance
  2. Mastering your health for better client outcomes
  3. Tough times don’t last. Resilient financial planners do
  4. Conquering The Next Normal – The 3 simple steps to creating clarity, finding focus and massive momentum

Price

FPA member: $249
FPA Professional Practice & FPA Professional Partner: $199 (per person)

Login to FPA Learn to purchase and access this package. 

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For any assistance, please contact [email protected] or call 1300 337 301.


UNCOVERING THE VALUE OF FINANCIAL PLANNING ADVICE

These extraordinary times have shone a spotlight on the value of financial planning advice and the role that financial planners play in improving the lives of clients.

 The Keynote Event is set to showcase and celebrate this.

Access the free recording