Events
Calendar of Events
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1 event,The global insurance market is experiencing significant change, driven by shifting customer demands and the explosion of digital technologies. The emergence of new global tech players represents both a challenge and opportunity to conventional insurance offerings. Will Insurtech be the disruptor? Or can insurers and Insurtech partner to deliver better outcomes for customers? The Insurtech
$595
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2 events,
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The Performance Analytics Expert Group (P Group) invites you to come along to a briefing for the following presentation/s: Global Investment Performance Standards (GIPS) 2020 Main Speaker: Stephen Campbell, Associate Director, KPMG, Financial Risk Management This session will be a high-level overview of GIPS 2020, an update on the Pooled funds Guidance Statement and Supplemental
FREE
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The highly successful Annual Life Insurance Awards Dinner is now in its fifth year and will be hosted at the Ivy Ballroom on 29 March 2017. Awards will be presented to industry representatives and organisations across a range of achievement areas, recognising their excellence. Click here to register. |
2 events,
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The FSC is the voice of the Life Insurance Industry. The Life Insurance Conference is the must attend event for Life Insurance professionals and associates. In 2016, the Life Insurance
$1,250
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3 events,
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The FPA Geelong Chapter Committee invites you to join in with your friends, colleagues and clients at the FPA Geelong Chapter Future2 Golf Day on Friday, 31 March 2017 at
$40
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1 event, |
1 event, |
2 events,
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The ability to effectively communicate with people is a critical skill of every successful adviser, and this is not simply limited to communicating with your clients in meetings. Sue Viskovic
$20
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3 events,
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The Ethics Centre (previously known as St James Ethics Centre) will be visiting the Newcastle Chapter on Tuesday 4 April and presenting at a Chapter event, at the Merewether Surfhouse. The Ethics Centre is an independent not-for-profit organisation that has been working for over 25 years to help people navigate the complexity and uncertainty of
$45
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New rules - Setting up Your Client for the New Rules Pre July Your clients need to feel secure in the knowledge you fully understand the new superannuation rules and how they affect SMSFs. How will these changes impact their current retirement decisions? What do you need to consider first? This workshop will assist in
$220
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2 events,
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New rules - Setting up Your Client for the New Rules Pre July Your clients need to feel secure in the knowledge you fully understand the new superannuation rules and how they affect SMSFs. How will these changes impact their current retirement decisions? What do you need to consider first? This workshop will assist in
$220
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6 events,
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The new Practitioner Adviser Forums have been designed by advisers for advisers. The aim is to share ideas and best practice amongst peers in a social community environment and to provide support irrespective of business stage, size or structure. Most importantly it is to unite local practitioner advisers to ensure no one feels they are
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New rules - Setting up Your Client for the New Rules Pre July Your clients need to feel secure in the knowledge you fully understand the new superannuation rules and how they affect SMSFs. How will these changes impact their current retirement decisions? What do you need to consider first? This workshop will assist in
$220
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Adam will share insights and his experiences about how to use digital platforms (including social media) in all aspects of business - not just marketing but also general communications. This will be a fantastic session for all advisers, business owners and support staff who use digital platforms to communicate with their clients and prospects. Following
$20
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2 events,
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Keith Peel, founder of Positive Wealth and Ben Marshan, Head of Policy and Government Relations at the FPA, will be presenting to the Far North Coast NSW Chapter on Friday 7 April at Southern Cross University. ‘The Meaning of Money – How to help clients realise the well-lived life through their financial plan’ During this
$15
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About Smarter Business Processes Insights from a Financial Planning Business Model that Challenges the Accepted Norms, with Shane Hayes Involved in the Financial Planning industry since 2002, over the past 12 months, Shane Hayes has embarked on his own self-licencing journey. Working as both as Financial Planner and a Business Coach for a couple of
$20
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0 events,
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0 events,
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1 event,
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JEREMIAH DESMARAIS: TED Speaker | Award-Winning Marketing | Business Growth Strategist | Digital Direct Marketing News’ Top 40 Direct Marketers Under 40 Labeled “One the greatest marketing minds in the insurance industry” Desmarais is a Forbes Featured TED Speaker, #1 Best Selling Author and award-winning insurance marketing adviser. He’s helped over 100,000 advisors generate over 2,000,000 appointments
FREE
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1 event,
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New rules - Setting up Your Client for the New Rules Pre July Your clients need to feel secure in the knowledge you fully understand the new superannuation rules and how they affect SMSFs. How will these changes impact their current retirement decisions? What do you need to consider first? This workshop will assist in
$220
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1 event,
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New rules - Setting up Your Client for the New Rules Pre July Your clients need to feel secure in the knowledge you fully understand the new superannuation rules and how they affect SMSFs. How will these changes impact their current retirement decisions? What do you need to consider first? This workshop will assist in
$220
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1 event,
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New rules - Setting up Your Client for the New Rules Pre July Your clients need to feel secure in the knowledge you fully understand the new superannuation rules and how they affect SMSFs. How will these changes impact their current retirement decisions? What do you need to consider first? This workshop will assist in
$220
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2 events,
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New rules - Setting up Your Client for the New Rules Pre July Your clients need to feel secure in the knowledge you fully understand the new superannuation rules and how they affect SMSFs. How will these changes impact their current retirement decisions? What do you need to consider first? This workshop will assist in
$220
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New rules - All of the “Extras” You Need to Address Post July 2017 Your clients need to feel secure in the knowledge you fully understand the new superannuation rules and how they affect SMSFs. How will these changes impact their current retirement decisions? What do you need to consider first? This workshop will assist
$220
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1 event,
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2017 will be remembered as a landmark year for the financial planning profession. This year’s FPA National Roadshow, in partnership with Platinum Asset Management, will provide you the latest information to help you stay ahead. Join us to gain a deeper understanding of the FPA Professional Ongoing Fees Code and the tools you need to
TBC
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6 events,The Women, Super and Wealth Summit presented by the SMSF Association and FSC and proudly sponsored by the Commonwealth Bank will address a critical issue facing Australia – the fact that women are retiring with superannuation balances 46.6% lower than men.(1) The Summit will bring together the expertise of thought leaders from the superannuation and
$495
The Women, Super and Wealth Summit presented by the SMSF Association and FSC and proudly sponsored by the Commonwealth Bank will address a critical issue facing Australia – the fact that women are retiring with superannuation balances 46.6% lower than men. The Summit will bring together the expertise of thought leaders from the superannuation and
$495
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2017 will be remembered as a landmark year for the financial planning profession. This year’s FPA National Roadshow, in partnership with Platinum Asset Management, will provide you the latest information to help you stay ahead. Join us to gain a deeper understanding of the FPA Professional Ongoing Fees Code and the tools you need to
TBC
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New rules - Setting up Your Client for the New Rules Pre July Your clients need to feel secure in the knowledge you fully understand the new superannuation rules and how they affect SMSFs. How will these changes impact their current retirement decisions? What do you need to consider first? This workshop will assist in
$220
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2017 will be remembered as a landmark year for the financial planning profession. This year’s FPA National Roadshow, in partnership with Platinum Asset Management, will provide you the latest information to help you stay ahead. Join us to gain a deeper understanding of the FPA Professional Ongoing Fees Code and the tools you need to
FREE
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2 events,
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2017 will be remembered as a landmark year for the financial planning profession. This year’s FPA National Roadshow, in partnership with Platinum Asset Management, will provide you the latest information to help you stay ahead. Join us to gain a deeper understanding of the FPA Professional Ongoing Fees Code and the tools you need to
TBC
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Guest speaker: Shane Hayes has been involved in the Financial Planning industry since 2002 and over the past 12 months he has embarked on his own self-licencing journey.Working as both a Financial Planner and a Business Coach for a couple of the large institutional Dealer Groups, he realised that there has to be changes made to
FREE
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0 events,
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