The event series is exclusive to CFP professionals and those enrolled in the CFP Certification programme. It will provide a forum to share and exchange experiences, further develop expertise and network with fellow CFP professionals.

The first event in the series will take place on Tuesday 22 November at the ICC Sydney – a day before the annual FPA Professional Congress – and is titled ‘It depends: Deconstructing the advice process’.

The workshop will be eligible for up to three hours of continuing professional development (CPD).

FPA chief executive officer, Sarah Abood, says these events are designed to be interactive workshops and will be run by CFP professionals.

“Louise Biti CFP®, Kathryn Creasey CFP®, Shayne Sommer CFP® and Adam Crabbe CFP® will be leading the first workshop. They will take participants through a complex and detailed workshop challenging participants from a technical, ethical and client best interest perspective.

“In this first event, they will cover the advice process based on a client case study, covering all the conundrums and questions that financial planners see every day in our financial planning work. By opening the discussion out to the audience, those attending the workshop will be able to hear from other fellow CFP professionals for a truly interactive workshop experience,” Abood says.

Abood says the workshop is part of the FPA’s determination to provide exclusive benefits for the development and support of its CFP professional membership category.

“The launch of the CFP® Professional Connect program compliments the changes made to FPA memberships earlier this year. This is part of our commitment to provide more catered and customised services to each of our membership categories, to help ensure they get the most out of their membership,” she says.

In the next 12 months, CFP® Professional Connect will launch more events covering the hot topics in financial planning with the possibility of expanding access to other members from the FPA.

CFP Professionals can register online here for the first event: https://fpa.com.au/events/cfp-connect-it-depends-deconstructing-the-advice-process/

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Adam Crabbe

New Zurich research has accurately quantified the direct and indirect costs of serious health conditions, providing licensees and advisers with a more robust platform to recommend products, benefits and sums insured to life insurance consumers.

Zurich’s Cost of Care study, conducted in conjunction with research partner Zest Healthcare Communications, draws on industry wide data to present a consolidated picture of the prevalence and lifetime costs associated with serious health conditions across 11 ‘body systems’.

The research represents the first time such data has been brought together as a ‘one stop reference point’ for advisers and licensees.

Speaking at the launch of the research, Danni Visser from Zurich’s Risk Strategy team said that the whitepaper represented the ‘missing link’ for many risk advice methodologies.

“Quantifying the financial and time cost of recovery is an important element of most life insurance advice methodologies, but up until now it has been hard to get accurate, up-to-date data”, said Ms. Visser.

“The research available is generally from quite disparate sources, is in different formats and in many cases is out of date.

“The pace of advancement in medical diagnoses and treatments makes the currency of data even more crucial, and with this resource advisers have the latest data in one source, in a consistent, easy to follow format”, she said.

Zurich Risk Strategy Specialist Adam Crabbe said the research would also help advisers with their client engagement, by allowing them to more easily explain the basis for their recommendations.

“By giving clients a greater understanding of the basis for advice recommendations, they are more likely to engage with – and appreciate the value of– that advice,” said Mr. Crabbe.

Zurich has also launched a companion tool for the research, in the form of an interactive calculator which interrogates the research data by condition, gender and age.

“Advisers and clients can use the calculator together, exploring the financial and time impact of particular health conditions.

“It can make the comprehensive data from a 100 page research paper a lot more accessible for both advisers and their clients and allows the experience to be far more tailored,” he said.

Copies of the Cost of Care research is available at Zurich.com.au/costofcare

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Adam Crabbe

Zurich Financial Services Australia (Zurich) is pleased to announce the appointment of Adam Crabbe as Risk Strategy Specialist within its Life and Investments business.

Mr. Crabbe brings more than 25 years’ experience to the Zurich Life and Investments team, having previously held roles as financial adviser, and Practitioner and Lecturer at Kaplan. Most recently, Mr. Crabbe was a Senior Analyst, Risk Research with the Commonwealth Bank.

On his appointment, Zurich’s Head of Sales, Life Risk, Nathan Taggart says, “We are delighted to welcome Adam into our Risk Strategy team. He is the ideal candidate for Zurich to continue to grow our distribution footprint in the market and educate our existing licensee and advice partners.”

“With increasing regulation of the financial advice profession, we believe that adviser education has never been more important. In this role, Adam will be central in ensuring advisers are equipped with the best knowledge, tools and resources to make the best decisions for their customers and their businesses.”

Zurich Life and Investments, Chief Distribution Officer, Kristine Brooks says,”Adam joins at a time when we’re excited to be growing our business into a market leader, and we’re delighted to add such high calibre talent to build on the strength of Zurich’s existing Risk Strategy team.”

Mr. Crabbe is CFP® and Life Risk Specialist qualified, is a Fellow of FINSIA and holds a Diploma of Financial Planning from Deakin University.

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