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

FPA launches Virtual Congress masterclass series for 2020

The Financial Planning Association of Australia (FPA) is pleased to announce the 2020 FPA Virtual Congress masterclass series, which will go live on 6 July.

The FPA is offering its Congress format as a virtual event for the first time in response to the COVID-19 pandemic. It has been designed to follow the program offered at Congress, but viewers will be able to be participate from the comfort of their home and access on-demand to fit with their schedule.

“From July through to October 2020, the FPA Virtual Congress will bring together financial planners from across Australia to share knowledge, access quality, in-depth peer-to-peer learning and discussion, and learn from inspiring speakers” says FPA CEO Dante De Gori CFP®.

“As we move forward following the pandemic, the FPA Virtual Congress program is set to inspire financial planners to ‘reinvent’ themselves and their practices to face the challenges and embrace the opportunities before us.

“The FPA Virtual Congress has been designed for financial planners to delve deep into the subjects that matter most right now and equip with them tools to take advantage of the shifting expectations and changing priorities of clients, peers and the broader profession.

“Disruption offers us the perfect time for reflection and reinvention,” added Mr De Gori.

The FPA Virtual Congress is open to both members and non-members who will have access a total of 17 sessions over four months, including: four masterclasses with four streams over four months along with a virtual keynote event.

Mr De Gori said, “the format of the FPA Virtual Congress gives financial planners the flexibility to join the masterclasses live online, or simply view the sessions at a time and place that suits them. All the masterclasses will be available for on-demand viewing for up to 12 months.”

Delegates will receive a CPD certificate after each of the FPA Virtual Congress masterclasses with their available CPD and can earn more than half of their CPD hours for the year.

The four reinvention masterclasses include:

  • The Regulators – understanding your responsibilities: Ask your questions and hear exclusively from the Regulators about financial planning matters, followed by a panel discussion (July)
  • Investment markets and portfolio design: A deep dive into the pandemic’s impact on the economy and how to have compelling conversations with clients in volatile markets (August)
  • FASEA Code of Ethics in practice: Real life examples and practical application of the Code for financial planners (September)
  • Professional wellness and client care: Making sure both you and your clients are okay (October).

For more information and to register for these online events, FPA members can