Events
Calendar of Events
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Financial Advisers will soon be scrutinised by ASIC on how they identify, record and deal with complaints. The new regulatory guidance (RG 271) becomes enforceable on 5 October. It will involve a far more proactive management approach that serves to build data. Compliance is a ‘must’ thanks to quite a few standards that come with
FREE for members
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1 event,Each year, the ANZIIF Liability Conference offers valuable knowledge, fresh insights and access to leaders in the insurance profession. Returning in 2021, ANZIIF has adapted this flagship event for the virtual landscape. As a virtual conference, this event provides the ideal forum for insurance professionals in Australia and New Zealand to discuss the issues that
From: $430
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This session will cover the main areas of the financial planning process that can be simplified and automated including: The Benefits of Workflow Management Automating client management and client reviews Simplify and automate the chasing of clients and client information Why you should automate emails and documents and the filling of all client info How
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1 event,The importance of engaging with our teams; our members; the companies we invest in and our communities. How can we improve engagement with our various stakeholders? Register for the event.
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Join Jacqui, Amie and Cara, three heart centred entrepreneurs in the financial planning industry on Wednesday 11th August for a relaxed evening workshop where you'll learn how to use behavioural money coaching to get to the heart of your client's goals. On the back of the first AFA Genxt Podcast on "Enhancing Your Client Experience Through Behavioural
$25
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1 event,The annual Reinsurance International Study Course (RISC) is widely considered the best reinsurance training course in the southern hemisphere. This intensive learning program is led by some of the industry's senior experts and combines hands-on syndicate group work, expert presentations, knowledge sharing and team building activities. Participants can immediately apply their learning to real-life scenarios
From: $1690
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