To receive a CPD certificate you must watch the webinar on demand and then answer the CPD Quiz. CPD certificates are issued after the 15th of each month.
Russell is a risk insurance legend, financial advice doyen, and long-standing AFA member. Our AFA community has benefited from many of Russell’s learnings over the years. In this incredibly special interview where Russell will share business lessons and practical tips and tricks. We will delve into never-before shared personal and business perspectives, Russell’s pearls of wisdom on communication skills and business acumen and the future of financial advice.
With Increasing compliance, regulation and study, means that advisers now need to be more efficient than ever before. Many people are working on how to run more efficient “business processes” which is a great start, but most don’t realise that with a basic understanding of neuroscience, and some easy to implement tools, you can increase the efficiency of your “human processes”.
AFA has partnered with Next Evolution Performance to bring you an interactive webinar that will help you to understand cognitive energy, why it’s important for your business profitability, and a few quick tips to get you started.
If you are keen to get more done in less time with less wasted effort, this session is for you.
Phil Anderson will present a detailed breakdown of the changes that will be required to implement the three key components of the Financial Sector Reform (Hayne Royal Commission Response No. 2) Bill 2020, that is due to commence from 1 July 2021, including:
• Annual Renewal – Contents of the New FDS, Timeframes, Consent forms, other obligations and Transition Arrangements.
• Disclosure of lack of independence
• New rules on charging advice fees from superannuation accounts.
This Bill addresses key Royal Commission recommendations and now that it has been passed in the Parliament and is the law, it is important that we look at the requirements in detail.
Phil will also discuss the guidance and templates recently issued by ASIC.
Want to know how behavioural insights can be leveraged to increase your client engagement and retention?
Join us for this valuable webinar from Dr Campbell Heggen from Deakin University, who will explore how an understanding of behavioural insights can help you in your business.
There are numerous factors that influence the decisions that people make. You’ll be introduced to two key behavioural design frameworks which you can use to identify and mitigate frictions in the financial planning process. And help design your conversations and business processes for behavioural changes.
Join us for study tips & tricks with Diana and Nancy from TAFE NSW. This useful webinar is designed to provide you with study preparation techniques to assist you with your time management for study planning and exam preparation techniques especially useful for those who may be returning to study.
Diana and Nancy will also provide guidance on how to prepare for the FASEA exam including useful tips to help you prepare before the exam and during the actual exam to help boost your confidence.
Australia’s aging population means more people are over 65 that ever before. Where will they all live? Stay in their own home, downsize to something smaller or move into a retirement community.
With an increasing focus on retirement community living, we’ve gathered a group of financial, aged care and retirement community experts to answer all your questions:
– Retirement living vs aged care – what are the differences (funding, financials and customers)
– What are the costs? – ingoing, ongoing and outgoing
– Pension implications for your clients
– Overview of Retirement Village structure and regulation
– Benefits of investing in a lifestyle
– Costs and exit implications – future planning for your clients
As a valued member of the AFA we invite you to join us for an online update on:
• What’s happening at the AFA
• Key policy & regulatory changes impacting you and your business including:
o Annual renewals
o Claims handling
o Superannuation fees
o Breach reporting
o Single disciplinary body
o Access and affordability of financial advice
• Life Insurance review
• AFA member opportunities to connect and collaborate.
One of the advantages of being am AFA member is access to AFA’s network of advice professionals through the AFA Mentoring program. Aspirants gain the opportunity to connect with an experienced AFA adviser as their professional mentor. Mentors are AFA advisers who have experience, insight and practical knowhow that aspirants benefit from greatly. AFA mentors have often benefited from having an experienced mentor themselves, and as a way of giving back to the profession, commit their time willingly to assist the next generation of advice professionals.
Practical insights and information from Shail Singh who is an Australian Financial Complaints Authority Ombudsman. Shail steps through the AFCA Process, he also covers current complaint statistics up to 30 September 2020 and shares examples of typical advice disputes.
At least two case studies are showcased that relate to retail and wholesale clients and there is a discussion on the FASEA Code of Ethics, as it stands at the present time. Watch this informative webinar and take away AFCA’s top 10 tips.
Established in 1946, the AFA is Australia’s longest-standing association representing financial advice professionals and the value of advice.
We empower financial advice professionals to transform the lives of Australians through quality financial advice.
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