AFA Webinars

Coming up next...

How ‘Future-Ready’ is your Financial Planning Practice?

The Adviser As Nostradamus

Important information about CPD for AFA webinars on-demand

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. **Please Note: From December 2021, only AFA members will be sent a CPD certificate.

Member Briefing on Proposed Changes to Education Standard

End of Financial Year Strategies

With the end of the financial year fast approaching, now is the best time to take action. Hear from Rudy Haddad Padua’s Head of Technical, as he shares expert insights into the opportunities available before financial year-end; and changes for the coming financial year.

Men's Mental Health Webinar - Helping the men in your life, as well as yourself.

Get beneath the surface of Men’s Mental Health. This informative session is designed for everyone with a man in their life (a brother, partner, father, friend, work colleague) to participate in.
Topics covered include frank, informal and relevant discussions on:
· What do we know about men’s mental health?
· Overcoming typical barriers to support.
· Supporting your own mental health, as well as others (ie. how to care, not carry).
· When, how and where to refer people for additional support.

Unpacking the Quality of Advice Review

Phil Anderson will walk you through the Quality of Advice Terms of Reference and the key parts of the Quality of Advice Review Issues Paper. This review is our best opportunity to address the unnecessary cost and complexity in the financial advice process.

This webinar is your chance to understand what the review will look at and provide you with the opportunity to contribute to the ideas on how we can improve access and affordability of financial advice.

The Quality of Advice Review Issues Paper asks 83 questions of interested stakeholders. This webinar will focus on key questions and identify where there is real opportunity for improvement. This is your chance to actively engage in the future of your profession.

The Quality of Advice Review will run through to 16 December 2022, and AFA members will have the opportunity to contribute throughout the process. We encourage you not to miss this introduction to the Quality of Advice Review.

Why now is the time to rethink retirement

The demand for retirement advice has never been so strong. With a retiree population growing by the day, combined with more complex client needs and expectations, is the retirement approach of the past still best practice for the challenges ahead? We, at Challenger, believe advisers are perfectly placed to help retirees manage their retirement savings, protect against the risks of retirement and to help them spend confidently throughout a lifetime in retirement.

Join Aaron Minney, CFA, Head of Retirement Research at Challenger and Melanie Dunn, Senior Manager, Retirement Solutions, for a panel session that demonstrates there is no better time than now to rethink retirement.

During this session the team at Challenger will discuss how the legislative environment and industry trends will impact advisers, the practical challenges facing retirement planning, adviser and client demand for innovation, and the range of strategies and tools available to support you in solving for risks in retirement.

Adviser Exam: The final piece of the puzzle

You know the content of the exam inside out. Now it’s time to know how to pass the exam, by honing your exam technique. We will cover how to think about each of the questions, how to review the key topics (ie. BID, Conflicts, Consent), and most importantly, how to approach, and succeed at each type of exam question. By focusing on honing your question technique, you will finally be able to apply your knowledge and pass this exam to get on with the job of serving your community through financial advice.

Changing your clients’ money mindset

This session focuses on how you can enhance the financial planning process through evolving your clients’ mindset and behaviours with money.

It’s about working with them to understand their subconscious beliefs about money and how it’s impacting their current financial reality.

We will also provide a brief overview of a training course that we are offering advisers on this subject.

AFCA update and tips on how to avoid disputes

This practical adviser session will provide you with tips on how to avoid disputes at AFCA. Shail Singh, Lead Ombudsman Investments and Advice (acting), will discuss the steps for what happens if a complaint finds its way to AFCA, he will discuss the processes and provide practical information on how to deal with AFCA in the event of a dispute. He will also share some recent complaints statistics, AFCA’s response to Treasury’s independent review of AFCA and we will walk through an advice related case study.

 

The A-Z of pro bono advice. All you need to know and how to get involved

Pro bono advice is a great way to give back to the community through providing your services, pro bono, to individuals in need. Your time for just one pro bono case a year will make a significant difference to the financial well-being of clients who contact PFAN for assistance. This webinar will tell you all you need to know about pro bono advice – what it is, what to expect as a PFAN adviser, and a real-life detailed case study to inspire you to get involved.

Benefits and key takeouts – Learn about the benefits of providing pro bono advice and how it can be valuable for you and your business – Know more about the Pro Bono Financial Advice Network – Get a detailed understanding of the pro bono advice process: what’s expected of you and the client – Be inspired through a real-life PFAN client case study – Get answers to your questions on all things pro bono advice

Member Briefing on Proposed Changes to Education Standard

After careful deliberation, and feedback from over 530 members through a survey, on 1 February 2022, the AFA made a submission to Treasury on the proposed changes to the Financial Adviser Education Standard.

We welcomed the Government’s commitment to reconsider the financial adviser education standard and to provide improved recognition for prior learning and experience. However, we sought to provide an alternative to ensure, not only recognition of prior learning and experience, but also the retention of a requirement for a tertiary qualification. There have been many other voices responding to this proposal. There is a lot of noise.

This is a critical policy issue for the financial advice profession. It is important that members understand what has happened and what the status is.

AFA CEO Phil Anderson held a webinar to explain what the Government have proposed, what feedback we have received from members, what the AFA has recommended and why.