Best Practice Forum Digital: Survival, sustainability and development in challenging times
The Professional Planner | Financial Planning Association Best Practice Forum Digital is an interactive event broadcast across the country that taps into the experience and insights of practice owners, principals, consultants and other industry participants on surviving and thriving in this year of change and challenge.
Conversations include leadership, mental health, regulation, practice efficiencies, measuring progress, FPA’s perspective, licensee choice, nurturing new advisors, ethics and a regional view.
CPD accreditation for all delegates will be provided by the Financial Planning Association of Australia (up to 5 points)
It’s during unprecedented periods like this that leadership is called on to make the most immeasurable difference. This session explores the challenges associated with transition, high competition and a weight of expectations.
This session explores the relevance of translational research in generating real-world change for our community.
The Code of Ethics, educational standards and regulatory changes mean that practices need to think of new ways to cover the cost of providing quality advice.
This session explores streamlined practice methods, drawing on experts to break down its components and where opportunities for efficiency exist.
Professional Planner has partnered with researcher Investment Trends to develop an index to track the reach of quality financial advice into the community and the difference this advice makes to Australians and society more broadly.
Professional Planner’s Best Practice Forum event partner, the Financial Planning Association, will deliver a keynote and take on notice the challenges of representing different stakeholders in a fragmented market.
This session considers how to conduct appropriate due diligence and what to do if a practice feels they have rushed into an inopportune arrangement.
This session considers the challenges and opportunities as financial advice codifies ethics as a core tenet of the service.
This session explores the ethical frameworks from academia and theoretical case studies that can be assimilated by advisers to broaden their confidence in meeting the code.
This session considers how to work with associate advisers, how to attract, incentivise and retain the future leaders, and business owners, of the profession.
Past the halfway point in its exam transition program, the authority’s CEO says its time to acknowledge what the uplift in professionalism means to consumers. “I had faith in the outcome of this,” Stephen Glenfield tells Professional Planner.
