AFA Webinars

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Recent webinars

Webinar held: Wed 19 Nov

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

 

CPD

Using Xplan efficiently for Paraplanners.

Xplan is complete and comprehensive financial planning and wealth management software for advice practices of all sizes. It helps reduce administration, maximise business opportunities and deliver high impact financial advice. AFA and Iress have partnered together for this webinar, specially tailored for paraplanners and will provide insights into using Xplan Cash Flow, Assets & Liability Modelling (CALM) efficiently. It will include what’s new functions, using key dates effectively, saving and locking scenarios, importing selected client data, and managing balance cap excesses. We’ll also have plenty of time to answer your FAQs!

CPD

How to attract more clients, grow your practice, and remain profitable

With mounting regulatory pressures and rising costs, practices need to be creative in how they structure their fees and operating models. By implementing the right technology, advisers can lower the barriers to providing advice so they can take on more clients efficiently, effectively and profitably.

Andrew will explore different operating models, critically assess what he is seeing that is working in the market and will demonstrate how you may take advantage of those.

AFA has partnered with Midwinter, In this webinar Andrew Whelan, Head of Distribution at Midwinter looks at how advice practices can leverage technology to reach new client segments and boost profitability.

Webinar held: Thurs 5 Nov

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

If you experience any issue with your CPD certificate, please email [email protected]

Webinar held: Tues 15 Sep 

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

 

CPD

Estate Planning in an ever-changing digital environment COVID and its consequences

We are finding that there has been a seismic acceleration towards digital first solutions that are easy to use and provides a direct compliant solution to your client.
This enables clients to get the outcome they want, at their convenience with our plug and play Will software solution that is:
– User directed
– Timely
– Cost effective
– Compliant and user friendly

CPD

COVID and its consequences: the beginning of the end or the end of the beginning?

There really is no precedent for the catastrophe that has befallen the world in 2020. And while history may not seem to be much help to us at this point, there is one lesson that still applies: every crisis, every market collapse, every recession comes to an end – bar none. This crisis is likely to be no different. In this broadcast AFA has partnered with Sunsuper & special guest speaker Brian Parker, Chief Economist – attempts to plot a way forward: how economies will emerge from this and what – if anything – the crisis means for investment strategy.

Webinar held: Tue 1 Sep

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

If you experience any issue with your CPD certificate, please email [email protected]

Webinar held: Thurs 27 Aug 

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

 

CPD

Aged Care advice opportunities and how to get started

The demand for aged care is growing fast and will only continue given the increasing longevity of the Australian population and increasing complexities with accessing aged care.

This webinar will help you understand how aged care advice works, why it’s a great business opportunity, client aged-care conversation prompts and the key strategies advisers use to add value. You’ll see first-hand examples of how to get started, tips for success and you’ll take away your 30 minute action plan.

 

Presented by aged care expert Louise Biti, aged care strategy specialist Mark Teale and financial advisers Karen Walmsley & Amanda Cassar.

CPD

Boost your productivity with smart technology: secrets of the productive adviser

Imagine focusing 100% on your client engagement and having an automatic file note appear in your CRM within minutes of concluding the conversation. AFA has partnered with Avanser to explore and demonstrate smart technology options that make a meaningful difference to a financial adviser in their typical working environment. Upgrade and form habits that utilise new communication technologies in order to significantly lift your client experience, productivity and compliance simultaneously. Record-keeping based on real conversations is the most accurate and efficient approach. Automate your digital client engagement platform, freeing you up to spend more time on what you enjoy the most and do best.

Webinar held: Tue 18 Aug 

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

Webinar held: Tue 11 Aug 

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

CPD

COVID-19 Stimulus Packages Repacked

The continuing COVID-19 pandemic has led to several changes to financial support measures, and introduced new initiatives to drive growth in certain sectors. With interest once again increasing on what these changes will mean. AFA have partnered with Zurich’s Risk Strategy Specialist Team, Adam Crabbe, hosting a second webinar event, this time focusing on how the various schemes have changed, what new initiatives have been unveiled, and most importantly, what advice opportunities exist from the amended stimulus measures.

CPD

How to build and implement goals based financial strategies to last a lifetime

At Morningstar, we designed a goals based investment approach for financial advisers that ensures all investment decisions made to implement your goals based advice are determined by your clients’ goals and cash flow needs across all life stages. You’ll walk away from this session confident that despite your clients requiring different financial strategies in pre and post retirement, aligning a goals based advice and investment framework maximises the probability of your clients achieving their goals, needs and aspirations. You will also discover how a goals based investment approach that is centred on behavioural science and designed to help real people persevere in the face of market uncertainty, can be implemented through all life stages and better keep your clients on track to meet their goals in pre and post retirement.

Webinar held: Tue 04 Aug 

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

Webinar held: Wed 29 July 

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

CPD

Assessing the opportunities for equity income

Interest rates are at record lows and many of Australia’s most popular dividend paying stocks (including the Banks and REITs) have made significant dividend cuts making it even more challenging for investors seeking to generate income from investments.

AFA has partnered with IML to discuss how Investors Mutual’s cautious and highly selective approach to investing, and prudent use of options strategies, is seeking to generate consistent and reliable income in the current environment.

For those advisers with retiree clients seeking income in this record low interest rate environment, this session will provide insight into investing in Australian equities as a source income.

AFA Charity Webinar Celebrity Service – NOW is time

Right NOW is your opportunity to create an even greater service experience than you thought possible to delight your existing clients and attract new ones. Packed with immediately implementable ideas, Geoff will help you discover the gap in your service that you never knew existed. Award winning advisers Ben Nash and Dawn Thomas also share what’s worked for them over the last few months to transform mindsets, attract and retain clients and achieve 85% client conversion rates.

Webinar Access Registration $20
100% donated to AFA Foundation to support Rural Aid and tax deductible.
You’ll receive your tax receipt on registering to access the pre-recorded webinar

Webinar held: Tues 07 July 

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

CPD Category: Client Care & Practice

CPD

The makings of a Profession: Career & Education Insights for Paraplanners

Do you want to be recognised as a Professional, a Leader in your field? In this webinar, we will look at ways to stand out from the pack, pathways to advance your career as a Paraplanner and how we can all contribute toward recognition and development of Paraplanning as a Profession. So join us to hear Kate’s expert insights, have your Q&A’s ready and takeaway positive and meaningful actions for your paraplanning career.  

CPD

Connecting with your clients online: best practice social media & marketing.

We all know how important marketing is, both during a crisis and beyond it. Now is the time to invest in your online marketing strategy and get your online profile working for you to attract and connect with new and existing clients.
Join industry marketing consultant Jenny Pearse as she talks with AFA Award winners and financial advisers Hugh Robertson and Rebecca Pritchard on creating a presence and building a connection through their digital marketing.

Webinar held: Thurs 18 Jun

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

CPD Category: Client Care & Practice

Webinar held: Tue 16 Jun

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

CPD Category: Technical

CPD

Not all bonds are the same

There is a renaissance underway in financial planning strategies and bonds. Advisers are revisiting the role of bonds in financial advice. AFA has partnered with Centuria Life to examine strategies from wealth accumulation alternatives from outside superannuation to estate planning certainty. With over 5.5million Australians moving through retirement and the intergenerational transfer of wealth, it makes for a timely and relevant webinar. 

CPD

Your best you: get productive, find new client opportunities and welcome silver linings

AFA Inspire leadership team members and financial advisers, Erin Truscott and Amie Baker present this In-practice series webinar, delivering practical immediately implementable takeaways. Hear great productivity tips to keep you accountable and to check off those goals – especially if you’re working from home with children. Erin & Amie also cover taking time out to build a healthy mindset and looking after your clients by finding new ways to engage with them. Finally, not all COVID-19 disruption is for the worst – welcome silver linings and hear about the positive opportunities through our new normal. 

Webinar held: Thu 11 June

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

CPD Category: Client Care & Practice

CPD

How to provide outstanding service virtually

In this current environment, being able to successfully run your business virtually is critical. AFA has partnered with TAL for this interactive webinar which provides adviser interviews and demonstrations on what works and does not work and how to harness the advantages of virtual advice now and into the future. This session will be presented by Financial Advisers Jason Poole and Tyson Jonas with Marshall Ross from TAL providing moderating support.

Webinar held: Wed 10 Jun

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

Webinar held: Wed 27 May

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

CPD Category: Professionalism & Ethics

CPD

Exploring real life ethical insurance dilemmas

With the introduction of the FASEA Code of Ethics on 1 Jan 2020, this session,  presented in partnership with MetLife Australia,  explores and recognises the ethical challenges for financial advisers when recommending risk insurance including the unique challenges that exist due to the underwriting of risk insurance which often requires highly sensitive personal information.  Dr Jeffrey Scott also considers duty of disclosure and duty of utmost good faith impacts on the claims process. 

CPD

Working effectively from home for paraplanners

Set yourself up for success when working from home as a paraplanner – whether you’re an employer, employee or flying solo as a contractor! 

We are pleased to bring you the first webinar in the ‘In-Practice series’ – presented by advice professionals. This webinar will discuss new tips and tricks to improve your efficiency and the technical and CPD resources available to keep up to date with the changing leigislation. Lia and Jade also discuss working from home in a post-COVID-19 world for paraplanners who are thinking about continuing to work remotely when restrictions are lifted. 

This webinar has lots of practical tips (for all advice professionals, not just paraplanners!) 

Webinar held: Tue 26 May

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

CPD Category: Client Care & Practice 0.50 + General 0.50

Webinar held: Wed 13 May

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1 CPD hour

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

CPD Category: Technical

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

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

CPD Category: Technical

Webinar held: Wed 22 April

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1.5 CPD (Ethics) hours

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to [email protected]

CPD Category: Professionalism & Ethics

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

You can now watch this webinar on demand.  To receive a CPD certificate you must watch the webinar and then answer the Quiz.

From 1 July 2020, CPD certificates are issued after the 15th of each month. Email any queries to campusa[email protected]

CPD Category: Technical

27 March 2020

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1 CPD hour

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

CPD Category: Regulatory and Compliance 0.75 + Client Care &
Practice 0.25 

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.

CPD Category: Client Care & Practice

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.

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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.