AFA announces On-Demand program and Masterclasses for VISION Conference


Phil Kewin

The Association of Financial Advisers (AFA) has announced the On-Demand program and Masterclasses for the AFA VISION Conference.

The On-Demand program includes sessions on how to run a best practice business, including sourcing smart technology for maximum efficiency. Other sessions will take deep dives into FASEA standards, consumer trends, ethical investing, estate planning, outsourcing, TPB obligations and retirement. There will also be sessions focussed on personal health, disease prevention and mindset training.

AFA CEO, Philip Kewin, said, “The On-Demand program supplements the live, two-day AFA Conference program and includes professionally filmed presentations from industry experts. The aim is to help delegates discover new opportunities to lead the way in trusted advice, to transform and take advantage of opportunities through disruption, and to lift themselves and their businesses to the next level.”

The AFA also announced this year’s optional Masterclasses, which are being run by the AFA’s Genxt, Inspire and Pulse communities of practice.

The AFA Genxt Masterclass is: The Professional Year – growing the future of the financial advice profession. This masterclass will focus on best practice professional year management and deliver a blueprint for both advisers and licensees to successfully meet compliance and professional development obligations.

“We will be welcoming the first graduate of the FASEA professional year to the AFA Genxt Masterclass, as well as representatives from his practice and licensee who supported him throughout the experience,” Mr Kewin said.

The AFA Inspire Masterclass, sponsored by Trilogy Funds Management, is: The Art of Persuasion – learning the science, tools and techniques to influence others.

“This Masterclass is for those who want to understand how their personal brand influences others and offers a research-based toolkit of useful skills for advisers to use in different situations: face-to-face, on the phone and in writing.”

The AFA Pulse Masterclass, sponsored by Intelliflo, uncovers a roadmap for developing a professional paraplanner model for Australia.

“Increasingly, paraplanning is being considered as a profession in its own right,” Mr Kewin said. “Paraplanners are the heart of a financial advice business. They put compliance front and centre, while working side-by-side with advisers to help clients understand what they want from life and how to achieve it.”

The AFA Conference will also feature a range of high profile keynote speakers and five panel sessions, including a regulators panel, an economists panel, an insurers CEO panel, a technology panel and a licensee panel.

Plenary and panel sessions will be hosted on a main stage in a state-of-the-art television-style Sydney studio and broadcast live from the Museum of Contemporary Art across the country. The AFA Conference also includes a virtual exhibition of partners and sponsors and a virtual community event on the evening of 14 October.

All sessions are AFA accredited and cover FASEA learning categories. Delegates will have access to conference content for four months through to 12 February 2021, allowing them to watch what they want, when they want, while earning up to 36 CPD Hours.

Read more about the Masterclasses.

Read more about The On-Demand program.

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