Events

After last year’s successful launch of the FPA SOAP Box Video SOA Project, it’s time to get practical and learn how to implement video SOAs in your business. Join us for this full day, in-person exclusive workshop, where you will learn, trial and get comfortable with the roll-out of video SOA’s as part of your financial planning

The FPA WA Chapter Committee invites you to join them, fellow Chapter Members , colleagues, friends and clients for a game of golf at the Mount Lawley Golf Club on Tuesday 28 March 2023. As per previous years, the day will be packed full of fun from the ‘lunch on the go’ and a shot gun start at 12:30pm – until

After last year’s successful launch of the FPA SOAP Box Video SOA Project, it’s time to get practical and learn how to implement video SOAs in your business. Join us for this full day, in-person exclusive workshop, where you will learn, trial and get comfortable with the roll-out of video SOA’s as part of your financial planning

The FPA Ballarat Chapter Committee invite you to their FPA Ballarat Chapter Annual Golf Day on Friday 31 March at the Ballarat Golf Club. The format of the day will be a four-player team ambrose. Each team will consist of one planner, two guests/clients and one BDM sponsor (to be allocated by the Chapter Committee). This year’s event will be yet another

If you don’t think RG277 client remediation will affect you, think again.  Learn how best to navigate the guide. RG277 has three key takeaways for leaders and risk professionals: strong focus on customer communications; licensee’s responsibilities and the need for structured remediation programs. Register for the event.