AFA Webinars

Next up

Coming soon...

Wed 27 May 2020 

Exploring real life ethical dilemmas

 – Presented by Dr Jeffrey Scott, Metlfe

REGISTER HERE 

Recent webinars

Webinar held: Wed 13 May

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1 CPD hour

Please note: The CPD assessment quiz is coming soon. Email us here if you’d like to be notified when available.

CPD

Sound investing in volatile times

When unsettling events such as the COVID-19 outbreak and market volatility dominate the news, it’s natural for your clients to question and second-guess their investment strategy. 

AFA, in partnership with Morningstar brings you this webinar presented by Clint Abraham, Director & Portfolio Specialist. Clint brings you up to date market intel and investment strategy tips to support you in your conversations with clients to ensure they continue to remain focused on the quality financial strategy that you have put in place to achieve their financial goals. 

 

CPD

Economic & Market Consequences of COVID-19

There is really no precedent for the catastrophe that has befallen the world in 2020, however there is one lesson that will apply – every crisis, every market collapse comes to an end – bar none. We have partnered with Sunsuper to bring you Brian Parker, SunSuper’s Chief Economist who plots the way forward as to how economies will emerge from this and what – if anything – the crisis means for investment strategy. 

 

Webinar held: Wed 6 May

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1 CPD hour

Please note: CPD hours for this webinar are only available to AFA Members.  The CPD assessment quiz is coming soon. Email us here if you’d like to be notified when available.

Webinar held: Wed 22 April

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1.5 CPD (Ethics) hours

Please note: CPD hours for this webinar are only available to AFA Members.  The CPD assessment quiz is coming soon. Email us here if you’d like to be notified when available.

CPD

Your Code of Ethics obligations

Compliance with the FASEA Code of Ethics is a requirement for all financial advisers and commenced from 1 January 2020.

This webinar, presented by Phil Anderson, General Manager Policy & Professionalism, unpacks the Code of Ethics to ensure you understand your obligations and are complying with the standards.

CPD

COVID-19 Stimulus Packages unpacked

The COVID-19 pandemic is unlike any other crisis before it, causing a global disruption and a shift in the way we lead our lives. 

We have partnered with Zurich to bring you Risk Strategy Specialist, Adam Crabbe, who explores what the measures mean for you as a financial adviser, your clients and what practical tools you can use to advise your clients in these uncertain times and ensure that you can position them with your clients to their best advantage. 

Webinar held: Thu 16 April

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0.75 CPD hour

Please note: CPD hours for this webinar are only available to AFA Members. CPD assessment quiz coming soon. Email us here if you’d like to be notified when available.

27 March 2020

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1 CPD hour

Please note: CPD hours for this webinar are only available to AFA Members.

CPD

Managing your workplace obligations during a crisis

The Coronavirus COVID-19 outbreak is already significantly impacting Australian workplaces. To support our members during this rapidly evolving situation, we have partnered with Harmers Workplace Lawyers to bring you a complimentary webinar which will assist practice owners and their teams to prepare to deal with existing and future challenges.

Michael Harmer, Chairman & Senior Team Leader of Harmers Workplace Lawyers will cover: 

(1) Your rights and obligations as employers and operators of a business.

(2) Rights and obligations of employees, contractors, customers and others coming into contact with your business.

(3) Developing a Risk Management Plan for your business

(4) Top 10 Employer FAQ’s.

CPD

Study tips and tricks with TAFE NSW ​

Join us for Study tips & Tricks with Diana and Nancy from TAFE NSW.

This webinar is designed to assist members with their study planning and preparation techniques especially for those returning to study. You will also be given a guide on how to prepare for the FASEA exams and tips before and during the exam.

FASEA CPD area: Client Care and Practice

5 February 2020

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1 CPD hour

Please note: CPD hours for this webinar are only available to AFA Members.

29 November 2019

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1.25 CPD hours

Please note: CPD hours for this webinar are only available to AFA Members.

CPD

AFA Policy & Regulatory 2019 wrap-up & 2020 outlook​

Phil Anderson, AFA GM Policy & Professionalism presents this informative webinar to bring you up to date with recent developments during 2019 and key compliance and focus areas for 2020.

Policy & Regulatory Update

In this webinar, AFA’s Phil Anderson, General Manager Policy and Professionalism gives you an EOY update on Policy and Regulation. 2019 has been a huge year for policy and regulatory change and Phil will bring you up-to-date with all recent developments and provide some insight into what the key focus areas should be for you and your businesses leading into 2020, in order to ensure that your business is positioned appropriately from a compliance and regulatory perspective.

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1 hour of CPD hours for AFA members

29 November 2019

The Power of Planning – Getting Estate Planning Right For Your Clients and For You

The recent release of the FASEA practice exam questions caused a great deal of concern, particularly with respect to Estate Planning questions and Enduring Powers of Attorney. 

We received a lot of feedback from members suggesting that this is not their area of expertise. A basic understanding of Estate Planning is, nonetheless, very useful for all financial advisers and as a result, we arranged a webinar on estate planning.

The webinar was presented by Nicholle Nobel on 10 July 2019. Nicholle is a solicitor working with Fitzpatrick Estate Lawyers, a boutique law firm with a longstanding reputation for specialist expertise in Estate Planning.

AFA Inspire: The Future You - Michelle Hoskin

The AFA Inspire Community hosted an insightful and inspiring webinar presentation by Michelle Hoskin from Standards International, speaking about the future you! In a profession where we spend pretty much every waking moment focused on taking care of the needs of others, our families, friends and clients get the lion’s share of our attention. Sadly, this means we often forget to take care of the most important person of all – ourselves! The Future You™ breaks down the below 10 key areas of our amazing lives and challenges you to think about a future where you have total freedom of choice, no restrictions and no worries – a future in which you are totally free to be who and what you want! Physically – Mentally/emotionally – Professionally – Relationships – Free time – Environment – Financially – Capabilities – Spiritually – Charity
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29 November 2019

4 December 2019

29 November 2019

AFA Policy & Regulatory Update Webinar

In this webinar AFA General Manager of Policy and Professionalism, Phil Anderson discusses:

-Key Royal Commission recommendations – annual renewal and payment, grandfathered remuneration, life risk insurance commissions, disclosure of lack of independence and code monitoring
-FASEA
-Protecting Your Super -Package and changes to insurance
-The election and political implications.

AFA Members can receive 1.5 CPD hours by answering a few short questions after viewing the webinar. To access the CPD questions click here.