Registrations for the 2016 Financial Planning Association National Roadshow are running well ahead of last year, rising almost 10 per cent to 1700, with time still remaining for FPA members and non-members alike to register for the remaining dates of the 33-stop national tour, including the capital cities.
The 2016 roadshow opens today in the south-east Melbourne suburb of Frankston, and concludes in late July in Wollongong, NSW and is structured to update attendees on the latest legislative changes and tackle major issues facing the profession, including:
- New education and professional standards and the impact on advice businesses
- Life insurance, superannuation and tax reforms, bedding down the Future of Financial Advice (FoFA) and Tax Agent Services Act (TASA) requirements
- Delivering best-practice advice, through practical solutions and case studies
- Enhancing the client experience and strengthening client relationships.
FPA chief executive Dante De Gori says the FPA is seeking to make sure everyone who attends the roadshow events will leave equipped with the latest information around how these changes will affect them and their clients.
“We spend time and effort understanding these changes for members, so that we can provide them support, guidance and well-informed answers to any questions they have,” De Gori says.
“We will also build on last year’s FPA Roadshow toolkit with some tips and tools on how to engage with clients in the area of further advice.”
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Professional standards and education
De Gori says the FPA is “obviously keen to see where the government progresses with the professional standards and education framework”, and this will be a feature of discussions at the roadshows. He says the association expects professional and education standards to be clarified in the coming 12 months, and progress to be made on establishing the standards body that is charged with determining the education standards and developing an industry-wide code of ethics.
Roadshow partner Challenger will update roadshow attendees on regulatory changes affecting retirement income streams and planning; how retirement income advice can help you build a practice and add value for clients; and how to anticipate client needs and prepare clients for future life events.
The FPA will use the roadshows as an opportunity to reinforce the connection between the association and the Future2 Foundation, its official philanthropic and fundraising entity.
“At the different chapters we’ll have speakers and guests from grant recipients,” says former FPA chair and current chair of Future2, Matthew Rowe.
Powerful and tangible
“You don’t want the idea that where the money goes is some nebulous concept. People resonate with people, so when people get up and say this is my cause and this is my organisation, and this is the difference this money from Future2 made to us, that’s a very powerful and tangible demonstration of the purpose of the organisation.
“It will be to articulate this is now the relationship with the FPA and the formal structure, [and] here are the trustees who are involved.”
The 2016 FPA National Roadshow provides two continuing professional development hours and an opportunity to network with peers over a complimentary breakfast or lunch.
