Webinars
The AFA has an ongoing program of webinars that seek to inform and assist our members in their everyday business endeavours as Advice professionals. Our webinars cover the whole spectrum of topics including – education, technology, regulatory, technical, practice management and personal well-being.
To receive a CPD certificate you must watch the webinar on demand and then complete the CPD declaration. CPD certificates are issued after the 15th of each month. Please note only current AFA members will be issued with a CPD certificate.
Coming up...
Investigations and prosecutions
CPD Category - TBC
Pre-recorded Session
Do you know what to do when the regulator comes knocking? In this presentation, Colin Biggers & Paisley partners David Grant and Greg McCann look at the current trends with key regulators, discuss what you should do if a regulator executes a search warrant, or gives notice to appear or produce documents and provide practical tips and tricks for businesses.
Discover the human side of technology
CPD Category - Client Care & Practice
Tuesday 28 March 2023
This presentation adds a new dimension to the role of AdviceTech by looking at the human-side of technology through the lens of staff. With the fight for talent in the industry being a focus for many businesses, this session uncovers the opportunities and challenges of remote working and what staff expect from technology and management.
The presentation will also investigate the client experience and eight important customer tech trends that matter to advice firms, helping advisers understand the role of hybrid client communications, the shift to self-service digital tools, how to unlock opportunities with data, and discover the importance of data visualisation in client education.
Director duties
CPD category - Regulatory Compliance & Consumer Protection
Tuesday 14 March 2023
What do cyber hacks, climate change and company directors have in common? In this webinar Colin Biggers & Paisley partner Andrew Logie-Smith will discuss the key duties of directors, explore the current and emerging issues they face, and provide some useful tips to mitigate risk.
The Quality of Advice Review Recommendations Explained
CPD category - Regulatory Compliance & Consumer Protection
Wednesday 8 March 2023
Sam Perera and Phil Anderson will take you through the Quality of Advice Review final report and explain why the AFA strongly supports the Quality of Advice Review recommendations.
There is no doubt that there are a number of recommendations where they are obviously beneficial for both clients and advisers, such as the removal of Fee Disclosure Statements. There are others where there is more argument, such as the proposal for non-relevant providers to provide personal financial advice. The AFA have argued for greater controls to be applied to this and for higher education standards to be created. We will also explain, why we think that this recommendation does have a role to play in the right circumstances.
The Quality of Advice Review recommendations have been presented as a package, and it will take strong advocacy to ensure that these changes are implemented. We all have a role to play in ensuring that this happens, however, it starts with having a clear understanding of what has been proposed and why it is good for clients and advisers.
Further member consultation on AFA and FPA proposed merger
Not applicable for CPD
Tuesday 24 January 2023
AFA’s President, Sam Perera, and CEO, Phil Anderson, discussed how the plans for the proposed merger with the FPA are progressing including details of the merger summary and draft constitution, as well as providing the expected voting period.
