FPA [Virtual] Congress 2020

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

 

Disruption offers us the perfect time for reinvention.

Join us 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.

The FPA [Virtual] Congress is your opportunity to delve deep into the subjects that matter most to financial planners to help you adjust to the new world.

From July through to October 2020, the FPA is delivering you a program designed by FPA members for FPA members, where you will be able to participate in facilitated member discussion and peer to peer learning across the areas you have told us matter the most.

 

 

PROGRAM

Your registration gives access to:

  • 16 masterclasses x 4 streams over 4 months = 16 masterclasses (90 mins each)
  • One virtual keynote event
  • Earn up to half your CPD hours for the year

Delivered in a flexible, easy way:

  • Join the weekly sessions live on the day from Jul – Oct 2020
  • Also view on-demand anytime for up to 12 months by accessing the recorded version.

Download the program

 


 

Reinvention masterclasses across four streams:

 

 

The regulators – understanding YOUR RESPONSIBILITIES

Ask your questions and hear exclusively from the Regulators about financial planning matters, followed by a panel discussion.

Find out more

 

 

 

4 x 90 minute masterclasses

  1. Interview with ASIC Commissioner Danielle Press and member round table discussion
    6 July | 2:30pm – 4:00pm AEST
  2. Interview with TPB CEO Michael O’Neill and member round table discussion
    13 July | 10:30am – 12:00pm AEST
  3. Interview with FASEA CEO Stephen Glenfield and member round table discussion
    20 July | 11:00am – 12:30pm AEST
  4. Interview with AFCA CEO and Chief Ombudsman David Locke and member round table discussion
    27 July | 2:00pm – 3:30pm AEST

 


 

 

 

Investment markets and portfolio design

Exploring the pandemic’s impact on the economy and how to have compelling client conversations in volatile market.

Find out more

 

 

 

4 x 90 minute masterclasses

  1. Will sustainable/impact/ethical investing be more relevant in a post COVID-19 world?
    3 Aug | 10:30am – 12:00pm AEST
  2. What does a portfolio look like in times of recession?
    10 Aug | 10:30am – 12:00pm AEST
  3. How does tech help in portfolio construction, administration and management?
    17 Aug | 10:30am – 12:00pm AEST
  4. How to settle clients in an unsettled time
    24 Aug | 10:30am – 12:00pm AEST

 

 


 

 

 

THE FASEA Code of Ethics in practice

Real life examples and practical application of the Code for financial planners.

Find out more

 

 

 

4 x 90 minute masterclasses

  1. How to make good decisions
    31 Aug | 10:30am – 12:00pm AEST
  2. Professional Dilemmas and how to use the FASEA code for guidance
    7 Sept | 10:30am – 12:00pm AEST
  3. The Education-Ethics-Trust Trilogy
    14 Sept | 10:30am – 12:00pm AEST
  4. Yes I can … or maybe not! Navigating a practical understanding of ethics for advice solutions
    21 Sept | 10:30am – 12:00pm AEST

 

 


 

 

 

Professional wellness and client care

Making sure both you and your clients are ok.

Find out more

 

 

 

 

4 x 90-min masterclasses

  1. The Creative Edge – How to redefine your value, re-imagine your client experience and reinvent your practice for relevance
    28 Sept | 10:30am – 12:00pm AEST
  2. Mastering your health for better client outcomes
    6 Oct | 10:30am – 12:00pm AEDT
  3. Tough times don’t last. Resilient financial planners do
    12 Oct | 10:30am – 12:00pm AEDT
  4. Conquering The Next Normal – The 3 simple steps to creating clarity, finding focus and massive momentum
    19 Oct | 10:30am – 12:00pm AEDT

 

 


 

Thursday 3 September | 10:30am – 12:00pm AEST

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.

Open to everyone and complimentary.

 


FPA [VIRTUAL] CONGRESS PROGRAM

Click image to download

 


 

WHY ATTEND

  1. Earn up to half your CPD hours for the year
  2. Built, delivered and designed for financial planners – access quality, in-depth peer-to-peer learning and discussion.
  3. Virtual delivery means you can take part from work or home.
  4. Morale building for your team to start your week off with topical content that will enable you to be more effective. Have you always wanted to attend the FPA Congress but never had the time or couldn’t travel? This is for you.
  5. Register once, lock in the date and time – for a wealth of in-depth, CPD learning over 4 months.
  6. Miss a few live sessions…you have access to the recordings for up to 12 months.
  7. Low cost of $249 member and $449 non-member

 

PRICE

FPA member: $249

Non member: $449

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

 

Your registration includes:

  • 16 x 90-min masterclasses of interactive, peer to peer learning
  • Access to the virtual keynote event, What is the value of financial advice?
  • Access the sessions live on the day, or view the recording on-demand anytime for up to 12 month
  • Earn up to half your CPD hours for the year

 

For any questions or help registering, please contact [email protected] or call 1300 337 301.


Not an FPA member?

You’re welcome to attend FPA [Virtual] Congress. Please create your account here so that you can register.

Once you’ve created your account, click here to register for FPA [Virtual] Congress. You will be prompted to log in using your new username and password. Please note it can take up to ten minutes for your account to be activated, following this you will be able to register. Contact [email protected] or call 1300 337 301 if you require assistance.