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

Education and professional standards in the spotlight at 2018 FPA National Roadshow

The 2018 Financial Planning Association of Australia (FPA) National Roadshow will provide members with the chance to learn more about the facts around the proposed Financial Adviser Standards and Ethics Authority (FASEA) education and professional standards.

Kicking off in South East Melbourne, Victoria, on Wednesday 18 April, the 2018 FPA National Roadshow will visit 33 locations nationally from April to June, and is open to FPA members and non-members. The FPA has partnered with Perennial Value Management for the event. Registration for each location is now open and expected to fill quickly.

Dante De Gori CFP®, FPA CEO, said: “We know there’s a lot of confusion among existing financial planners about how exactly the proposed FASEA standards will affect them. The annual FPA National Roadshow is an important opportunity for financial planners to unite across the profession and discuss what all the changes will mean”.

“I encourage FPA members to share their concerns so that we can address the issues and build a solid position to respond to FASEA in an appropriate and meaningful way. Our aim is always to support FPA members to meet their education and professional obligations and this will be a focus of our discussion at the Roadshow.”

Topics at the 2018 FPA National Roadshow include:

  • Understanding the proposed FASEA education standards.
  • The latest updates on Government and regulators’ policy agendas.
  • How to enhance client experience and strengthen client relationships with best practice guidance and case studies.

At this year’s Roadshow, Perennial Value Management looks forward to leading a discussion and sharing insights on how passive and active management can co-exist in a client’s portfolio.

Attendees will earn two CPD hours. Each session will include Q&A time.

To register, visit