AFA Webinars On-Demand

Check out our 2020 webinars below. You can access these on-demand. To receive a CPD certificate you must watch the webinar and answer the quiz. CPD certificates are issued after the 15th of each month. Please get in touch at campus@afa.asn.au for any queries. 

Tips and Tricks for dealing with AFCA

10 December 2020

FASEA CPD Area: Regulatory Compliance & Consumer Protection

Practical insights and information from Shail Singh who is an Australian Financial Complaints Authority Ombudsman. Shail will step through the AFCA Process, he will also cover current complaint statistics up to 30 September 2020 and share examples of typical advice disputes.

At least two case studies will be showcased that relate to retail and wholesale clients and there will be a discussion on the FASEA Code of Ethics, as it stands at the present time.  Come along to this informative webinar and take away AFCA’s top 10 tips. 

Using Xplan efficiently for paraplanners

19 November 2020

FASEA CPD Area: Client Care and Practice

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!

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

5 November 2020

FASEA CPD Area: Client Care and Practice

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.

Estate planning in an ever-changing digital environment

15 September 2020

FASEA CPD Area: Client Care and Practice

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

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

1 September 2020

FASEA CPD Area: Technical competence

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.

Aged care opportunities and how to get started

27 August 2020

FASEA CPD Area: Technical competence

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.

Boost your productivity with the secrets of smart technology

18 August 2020

FASEA CPD Area: Technical competence

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.

COVID-19 Stimulus packages repacked

11 August 2020

FASEA CPD Area: Technical competence

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.

Build and implement goals based financial strategies

4 August 2020

FASEA CPD Area: Technical competence

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 IML’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.

Assessing the opportunities for equity income

29 July 2020

FASEA CPD Area: Technical competence

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 Foundation Charity webinar - celebrity service with Geoff Ramm

July 2020

$20 donation to AFA Foundation (tax deductible)

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.

For any questions opn how to access this webinar, get in touch at events@afa.asn.au

The makings of a profession - career & education insights for paraplanners

7 July 2020

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.  

Connecting with your clients online - best practice social media

18 June 2020

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. 

Not all bonds are the same

16 June 2020

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. 

Your best you - get productive, find new client opportunities and your silver lining

11 June 2020

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. 

How to provide outstanding service virtually

10 June 2020

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. 

Exploring real-life ethical insurance dilemmas

27 May 2020

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. 

Working effectively from home for paraplanners

26 May 2020

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!) 

Sound investing in volatile times

13 May 2020

 

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. 

Economic & Market consequences of COVID-19

6 May 2020

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. 

Your Code of Ethics obligations

22 April 2020

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.

 

COVID-19 Stimulus packages unpacked

16 April 2020

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. 

Managing your workplace obligations during a crisis

27 March 2020

 

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 include your rights and obligations as employers, developing a risk management plan and top 10 FAQs.