Education workshops mark financial planning history
The Financial Planning Association (FPA) has announced that it will be conducting a series of exclusive educational workshops across Australia as part of its 20th Anniversary celebrations.
The workshops, targeted at financial planning professionals, will be led by industry leaders presenting sessions on:
- Integrating trust into your advice process presented by The Tax Institute
- Building your Aged Care value proposition presented by Aged Care Steps
- Planning for death in SMSFs presented by Cavendish
Each session is focused on providing financial planners with tools to help give good advice.
The workshops are designed to commemorate the FPA’s historical two decade milestone and will replace the signature National Conference for 2012 only.
Taking place in Capital City locations around the country during November and December this year, these workshops intend to reflect a new structure the FPA has implemented which ensures attendees achieve maximum educational benefits. The workshops attract 6 FPA CPD points, and as a reflection of their advanced technical standard and a first for FPA CPD content, also attract 6 SPAA CPD points.
The FPA has received strong and positive feedback from members, encouraging a revitalised approach and the success it has delivered to date. The FPA exclusive Shadow Shopper workshop initiative held throughout May with ASIC and FOS representatives received an outstanding response from members with over 700 attending with 90% satisfaction rating.
Mark Rantall, CEO of the FPA said:
“The FPA is delighted to announce another number of education workshops to assist financial planners provide better financial advice to their clients. Continuous education is vital for all financial planners to progress in their careers and provide clients with up to date professional and trusted advice. These workshops are about improving technical expertise; these workshops are about ensuring attendees achieve maximum benefit; these workshops are not about selling products.
“We are responding to the needs of our members with an increased schedule of regional events that reaches our members where they are and restructuring our workshops to ensure all attendees get maximum benefit and are educated on topics and issues that are not covered elsewhere in the profession. Our efforts are all about improving the quality of advice consumers receive from financial planners.”
Following the education workshops, attendees will be invited to join the FPA celebrate 20 years of raising the bar for the profession with the FPA Best Practice Awards presentation and complimentary Champagne Reception.
To register for the workshops, please email [email protected]
